BCM

Barden Capital Management Portfolio holdings

AUM $114M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.51M
3
+$4.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.44%
2 Financials 7.46%
3 Consumer Discretionary 6.88%
4 Healthcare 6.18%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.45%
+7,356
27
$1.43M 1.36%
+8,738
28
$1.41M 1.34%
+5,595
29
$1.38M 1.31%
+5,359
30
$1.34M 1.28%
+16,176
31
$1.34M 1.27%
+24,642
32
$1.33M 1.27%
+6,153
33
$1.33M 1.27%
+5,240
34
$1.3M 1.24%
+4,773
35
$1.28M 1.22%
+4,381
36
$1.25M 1.19%
+26,014
37
$1.25M 1.19%
+10,766
38
$1.24M 1.18%
+3,442
39
$1.18M 1.13%
+4,708
40
$1.16M 1.1%
+24,279
41
$1.16M 1.1%
+7,403
42
$1.14M 1.09%
+3,386
43
$1.12M 1.07%
+42,517
44
$1.12M 1.07%
+7,720
45
$1.12M 1.06%
+5,213
46
$1.08M 1.03%
+8,196
47
$1.04M 0.99%
+3,265
48
$1.02M 0.97%
+10,135
49
$999K 0.95%
+19,853
50
$962K 0.92%
+5,099
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