BA
Bard Associates Portfolio holdings
AUM
$311M
1-Year Return
62.85%
This Quarter Return
+6.6%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$200M
AUM Growth
+$2M
(+1%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
2.53%
Top 10 Holdings %
Top 10 Hldgs %
26.06%
Holding
175
New
19
Increased
9
Reduced
105
Closed
12
Top Buys
| 1 |
PSTL
Postal Realty Trust
PSTL
|
$1.7M |
| 2 |
Medical Properties Trust
MPW
|
$1.58M |
| 3 |
GOOD
Gladstone Commercial Corp
GOOD
|
$1.39M |
| 4 |
MNR
Monmouth Real Estate Investment Corp
MNR
|
$1.32M |
| 5 |
Beam Global
BEEM
|
$1.31M |
Top Sells
| 1 |
Inuvo
INUV
|
$1.98M |
| 2 |
TEUM
Pareteum Corporation
TEUM
|
$840K |
| 3 |
Blink Charging
BLNK
|
$806K |
| 4 |
BLNKW
Blink Charging Co. Warrant
BLNKW
|
$690K |
| 5 |
GG
Goldcorp Inc
GG
|
$471K |
Sector Composition
| 1 | Real Estate | 18.04% |
| 2 | Industrials | 14.52% |
| 3 | Technology | 13.16% |
| 4 | Healthcare | 12.95% |
| 5 | Materials | 9.92% |
