BIM

Barton Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 51.95%
This Quarter Est. Return
1 Year Est. Return
+51.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.43M
2 +$252K
3 +$249K
4
GLBE icon
Global E Online
GLBE
+$131K
5
GFL icon
GFL Environmental
GFL
+$128K

Top Sells

1 +$7.88M
2 +$5.09M
3 +$2.35M
4
OKTA icon
Okta
OKTA
+$1.73M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.39M

Sector Composition

1 Technology 30.39%
2 Communication Services 30.07%
3 Consumer Discretionary 19.84%
4 Financials 7.33%
5 Real Estate 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-753