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
$1.09B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$2.39M
3 +$2.03M
4
MTB icon
M&T Bank
MTB
+$1.99M
5
SHEL icon
Shell
SHEL
+$1.81M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.03%
3 Consumer Staples 9.27%
4 Financials 7.36%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-54,765
302
$0 ﹤0.01%
25,000
303
-1,002
304
-1,370