Barry Investment Advisors, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$453.6M
Holdings
99
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VGLT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 717.5k shares)
8.9%
02
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 793.7k shares)
8.6%
03
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 408.2k shares)
8.6%
04
$GUNR
FLEXSHARES TR
Q1 2026: Exited (was 575.8k shares)
7.3%
05
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 330.7k shares)
6.6%
06
$GDX
VANECK ETF TRUST
Q1 2026: Exited (was 494.0k shares)
4.8%
07
$EMLP
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 462.4k shares)
4.6%
08
$EWJ
ISHARES INC
Q1 2026: Exited (was 202.3k shares)
3.8%
09
$ILF
ISHARES TR
Held since at least Q1 2024
3.3%
10
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:48 UTC.