BFS

Bard Financial Services Portfolio holdings

AUM $911M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$892M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.93M
3 +$1.24M
4
GSK icon
GSK
GSK
+$1.22M
5
HD icon
Home Depot
HD
+$1.02M

Top Sells

1 +$1.52M
2 +$1.38M
3 +$1.24M
4
UBER icon
Uber
UBER
+$1.18M
5
TY icon
TRI-Continental Corp
TY
+$828K

Sector Composition

1 Technology 30.03%
2 Healthcare 14%
3 Financials 13.85%
4 Consumer Staples 12.19%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
25,000