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BA

Bard Associates Portfolio holdings

AUM $398M
1-Year Est. Return 54.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.43M
3
+$1.07M
4
BEEMW
Beam Global Warrant
BEEMW
+$837K
5
POL
Polished.com Inc.
POL
+$749K

Top Sells

1
+$7.37M
2
+$2.56M
3
+$1M
4
CELH icon
Celsius Holdings
CELH
+$993K
5
BOXL icon
Boxlight
BOXL
+$529K

Sector Composition

1 Technology 16.25%
2 Materials 14.71%
3 Real Estate 13.18%
4 Industrials 11.81%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K 0.01%
4,158
-60
152
$14K 0.01%
91,075
-200
153
$5K ﹤0.01%
1,963
-100
154
– –
-10,000
155
– –
-30,034
156
– –
-2,310
157
– –
-252,519
158
– –
-262,545
159
– –
-2,275
160
– –
-46,500
161
– –
-1,250
162
– –
-105,920
163
– –
-12,000
3 4 5 6
7