BA

Bard Associates Portfolio holdings

AUM $377M
1-Year Est. Return 75.96%
This Quarter Est. Return
1 Year Est. Return
+75.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.49M
3 +$299K
4
MBAI
Check-Cap
MBAI
+$217K
5
SANW
S&W Seed Co
SANW
+$42.3K

Top Sells

1 +$2.58M
2 +$2.56M
3 +$2.24M
4
DMLP icon
Dorchester Minerals
DMLP
+$2.16M
5
HCR
Hi-Crush Inc. Common Stock
HCR
+$2.16M

Sector Composition

1 Real Estate 17.3%
2 Industrials 16.15%
3 Technology 13.5%
4 Materials 9.55%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
-13,822
178
-29,620