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
$205M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.4M
3 +$1.38M
4
SRTS icon
Sensus Healthcare
SRTS
+$492K
5
CBMX
CombiMatrix Corporation
CBMX
+$226K

Top Sells

1 +$2.4M
2 +$1.95M
3 +$1.91M
4
FUN icon
Cedar Fair
FUN
+$1.64M
5
MPW icon
Medical Properties Trust
MPW
+$1.54M

Sector Composition

1 Real Estate 16.78%
2 Technology 13.03%
3 Materials 12.18%
4 Industrials 12.14%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-292
177
0
178
-104