BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$9.19M
3
+$6.72M
4
EA icon
Electronic Arts
EA
+$6.45M
5
AMT icon
American Tower
AMT
+$4.68M

Top Sells

1
+$183K
2
+$174K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$157K
5
DOC icon
Healthpeak Properties
DOC
+$153K

Sector Composition

1 Communication Services 34.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.53%
4 Real Estate 11.91%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.06%
1,300
52
$202K 0.06%
+1,514
53
$29K 0.01%
191,295
-1,000
54
– –
-200
55
– –
-1,445
56
– –
-108
57
– –
-3,000
58
– –
-2,850
59
– –
-879
60
– –
-522
61
– –
-1,200
62
– –
-4,392
63
– –
-800
64
– –
-131
65
– –
-60
66
– –
-1,920
67
– –
-9,200
68
– –
-188
69
– –
-180
70
– –
-3,626
71
– –
-1,142
72
– –
-180
73
– –
-137
74
– –
-148
75
– –
-150
1 2
3
4 5