BFS

Bard Financial Services Portfolio holdings

AUM $911M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$7.33M
2 +$2.27M
3 +$2.12M
4
LAW icon
CS Disco
LAW
+$2.06M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.01M

Sector Composition

1 Technology 18.28%
2 Healthcare 9.66%
3 Consumer Staples 8.33%
4 Financials 7.72%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
25,000