BA
Bard Associates Portfolio holdings
AUM
$311M
This Quarter Return
-25.71%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$136M
AUM Growth
+$136M
(-31%)
Cap. Flow
+$768K
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
25.37%
Holding
167
New
2
Increased
42
Reduced
82
Closed
10
Top Buys
| 1 |
Nephros
NEPH
|
$2.64M |
| 2 |
Equinox Gold
EQX
|
$1.75M |
| 3 |
Duos Technologies
DUOT
|
$1.14M |
| 4 |
USA Compression Partners
USAC
|
$356K |
| 5 |
TREC
Trecora Resources
TREC
|
$46.7K |
Top Sells
| 1 |
BCPC
Balchem Corporation
BCPC
|
$1M |
| 2 |
First Majestic Silver
AG
|
$761K |
| 3 |
AHT
Ashford Hospitality Trust
AHT
|
$497K |
| 4 |
NeoGenomics
NEO
|
$400K |
| 5 |
Pennant Group
PNTG
|
$332K |
Sector Composition
| 1 | Technology | 15.29% |
| 2 | Real Estate | 14.36% |
| 3 | Healthcare | 14.23% |
| 4 | Industrials | 13.1% |
| 5 | Materials | 12.32% |
