BA
Bard Associates Portfolio holdings
AUM
$311M
This Quarter Return
+21.15%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$277M
AUM Growth
+$277M
(+9.3%)
Cap. Flow
-$5.09M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
162
New
10
Increased
52
Reduced
59
Closed
4
Top Buys
| 1 |
urban-gro
UGRO
|
$2.33M |
| 2 |
Nuwellis
NUWE
|
$1.03M |
| 3 |
AmpliTech
AMPG
|
$1M |
| 4 |
PSTL
Postal Realty Trust
PSTL
|
$594K |
| 5 |
Perspective Therapeutics
CATX
|
$417K |
Top Sells
| 1 |
Celsius Holdings
CELH
|
$4.02M |
| 2 |
Gold Resource Corp
GORO
|
$1.48M |
| 3 |
Polar Power
POLA
|
$1.44M |
| 4 |
Willdan Group
WLDN
|
$1.41M |
| 5 |
Beam Global
BEEM
|
$1.29M |
Sector Composition
| 1 | Technology | 20.51% |
| 2 | Real Estate | 12.83% |
| 3 | Industrials | 11.66% |
| 4 | Healthcare | 10.9% |
| 5 | Materials | 8.8% |
