BA
Bard Associates Portfolio holdings
AUM
$311M
This Quarter Return
+17.93%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$263M
AUM Growth
+$263M
(+9%)
Cap. Flow
-$8.56M
Cap. Flow
% of AUM
-3.25%
Top 10 Holdings %
Top 10 Hldgs %
23.06%
Holding
188
New
1
Increased
40
Reduced
113
Closed
15
Top Buys
| 1 |
Viemed Healthcare
VMD
|
$2.39M |
| 2 |
Polar Power
POLA
|
$1.01M |
| 3 |
LGL Group
LGL
|
$745K |
| 4 |
IMG
CIMG Inc. Common Stock
IMG
|
$299K |
| 5 |
BK Technologies
BKTI
|
$140K |
Top Sells
Sector Composition
| 1 | Real Estate | 14.39% |
| 2 | Materials | 12.85% |
| 3 | Technology | 12.77% |
| 4 | Industrials | 11.44% |
| 5 | Healthcare | 9.84% |
