BA
Bard Associates Portfolio holdings
AUM
$311M
1-Year Return
62.85%
This Quarter Return
-0.7%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$214M
AUM Growth
–
Cap. Flow
+$214M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.85%
Holding
182
New
182
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tyler Technologies
TYL
|
$5.73M |
| 2 |
Evolution Petroleum
EPM
|
$5.64M |
| 3 |
SRCL
Stericycle Inc
SRCL
|
$5.36M |
| 4 |
Coherent
COHR
|
$4.25M |
| 5 |
Carriage Services
CSV
|
$3.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 12.4% |
| 2 | Industrials | 12.02% |
| 3 | Technology | 11.56% |
| 4 | Real Estate | 11.27% |
| 5 | Materials | 10.77% |
