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
$943M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$244K
3 +$199K
4
GFL icon
GFL Environmental
GFL
+$125K
5
GLBE icon
Global E Online
GLBE
+$109K

Top Sells

1 +$7.74M
2 +$4.7M
3 +$2.15M
4
OKTA icon
Okta
OKTA
+$1.7M
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
-23,469