BIM
Barton Investment Management Portfolio holdings
AUM
$928M
1-Year Est. Return
19.56%
This Fund
S&P 500
1 Year Est. Return
+19.56%
AUM
$928M
AUM Growth
-$53.8M
(-5.5%)
Holding
52
Top Buys
| 1 | +$7.7M | |
| 2 | +$469K | |
| 3 | +$256K | |
| 4 |
Twilio
TWLO
|
+$181K |
| 5 |
GFL Environmental
GFL
|
+$127K |
Top Sells
| 1 | +$7.12M | |
| 2 | +$5.54M | |
| 3 | +$4.47M | |
| 4 |
Amazon
AMZN
|
+$1.6M |
| 5 |
Apple
AAPL
|
+$786K |
Sector Composition
| 1 | Technology | 39.78% |
| 2 | Communication Services | 26.19% |
| 3 | Consumer Discretionary | 17.29% |
| 4 | Financials | 5.53% |
| 5 | Industrials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Value ETF
VTV
$171B
| $236K | 0.03% |
1,235
|
|
||
|
52
Twilio
TWLO
$18.8B
| $208K | 0.02% |
+1,460
|
|