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BBW

Blue Barn Wealth Portfolio holdings

AUM $68.7M
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.15M
3
+$792K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$507K
5
BND icon
Vanguard Total Bond Market
BND
+$427K

Top Sells

1
+$1.11M
2
+$440K
3
+$375K
4
ZTS icon
Zoetis
ZTS
+$343K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$275K

Sector Composition

1 Technology 5.1%
2 Healthcare 2.66%
3 Communication Services 1.61%
4 Consumer Staples 1.19%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,885
127
– –
-468
128
– –
-1,404
129
– –
-5,721
130
– –
-6,425
131
– –
-3,815
132
– –
-689
133
– –
-4,025
134
– –
-1,900
2 3 4 5
6