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MBI
May Barnhard Investments Portfolio holdings
AUM
$206M
1-Year Est. Return
17.29%
This Fund
S&P 500
1 Year Est. Return
+17.29%
AUM
$200M
AUM Growth
+$5.33M
(+2.7%)
Holding
84
Top Buys
| 1 | +$1.28M | |
| 2 | +$562K | |
| 3 | +$504K | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$384K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$320K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.21M | |
| 3 | +$1.08M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$918K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$874K |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Consumer Discretionary | 2.05% |
| 3 | Financials | 1.22% |
| 4 | Consumer Staples | 0.66% |
| 5 | Healthcare | 0.66% |