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
$1.18B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$5.14M
3 +$3.47M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.08M
5
CMCSA icon
Comcast
CMCSA
+$2.12M

Top Sells

1 +$1.28M
2 +$1.18M
3 +$1.08M
4
DURA icon
VanEck Durable High Dividend ETF
DURA
+$1.08M
5
RBLX icon
Roblox
RBLX
+$882K

Sector Composition

1 Technology 15.16%
2 Healthcare 10.8%
3 Consumer Staples 9.27%
4 Financials 7.62%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-13,750
302
$0 ﹤0.01%
25,000