BA
Bard Associates Portfolio holdings
AUM
$311M
This Quarter Return
+7.76%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$226M
AUM Growth
+$226M
(+5.7%)
Cap. Flow
-$1.63M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
21.47%
Holding
187
New
5
Increased
16
Reduced
109
Closed
5
Top Buys
| 1 |
GPT
Gramercy Property Trust
GPT
|
$1.47M |
| 2 |
HCR
Hi-Crush Inc. Common Stock
HCR
|
$1.38M |
| 3 |
Independence Realty Trust
IRT
|
$1.3M |
| 4 |
VISL
Vislink Technologies, Inc. Common Stock
VISL
|
$991K |
| 5 |
Sonoma Pharmaceuticals
SNOA
|
$438K |
Top Sells
| 1 |
EQC
Equity Commonwealth
EQC
|
$1.49M |
| 2 |
VanEck Junior Gold Miners ETF
GDXJ
|
$1.35M |
| 3 |
EAC
Erickson Incorporated
EAC
|
$489K |
| 4 |
LSE
CAPLEASE, INC
LSE
|
$467K |
| 5 |
Tyler Technologies
TYL
|
$407K |
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Energy | 12.81% |
| 3 | Industrials | 12.18% |
| 4 | Materials | 10.58% |
| 5 | Real Estate | 10.35% |
