BBW
Blue Barn Wealth Portfolio holdings
AUM
$212M
1-Year Return
12.68%
This Quarter Return
-0.51%
1 Year Return
+12.68%
3 Year Return
+28.64%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
-$5.14M
(-2.6%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
167
New
11
Increased
77
Reduced
52
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.58% |
| 2 | Financials | 2.69% |
| 3 | Consumer Discretionary | 2.28% |
| 4 | Communication Services | 2.04% |
| 5 | Healthcare | 1.8% |
