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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
$152M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 7.49%
2 Technology 3.41%
3 Healthcare 2.38%
4 Communication Services 0.9%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,343
127
-2,198
128
-1,090
129
-3,096
130
-2,595
131
-2,855
132
-10,734
133
-6,148
134
-14,377
135
-1,854
136
-5,152
137
-161,047
138
-464,803
139
-9,746
140
-5,235
141
-2,427