BA
Bard Associates Portfolio holdings
AUM
$311M
This Quarter Return
-4.81%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$242M
AUM Growth
+$242M
(-6.3%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
21.58%
Holding
190
New
5
Increased
54
Reduced
83
Closed
3
Top Buys
| 1 |
Kingsway Financial Services
KFS
|
$2.15M |
| 2 |
MDV
Modiv Industrial
MDV
|
$1.78M |
| 3 |
Utah Medical Products
UTMD
|
$1.56M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$383K |
| 5 |
EVI Industries
EVI
|
$213K |
Top Sells
| 1 |
Medical Properties Trust
MPW
|
$772K |
| 2 |
Mama's Creations
MAMA
|
$610K |
| 3 |
Duos Technologies
DUOT
|
$242K |
| 4 |
Celsius Holdings
CELH
|
$137K |
| 5 |
Biofrontera
BFRI
|
$99.4K |
Sector Composition
| 1 | Real Estate | 15.04% |
| 2 | Technology | 12.37% |
| 3 | Materials | 11.45% |
| 4 | Industrials | 10.95% |
| 5 | Financials | 9.76% |
