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
$92.3M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$757K
3
+$600K
4
J icon
Jacobs Solutions
J
+$531K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$422K

Top Sells

1
+$659K
2
+$634K
3
+$483K
4
AMZN icon
Amazon
AMZN
+$320K
5
VB icon
Vanguard Small-Cap ETF
VB
+$282K

Sector Composition

1 Technology 11.2%
2 Financials 7.88%
3 Healthcare 6.21%
4 Industrials 5.04%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.29%
8,545
+446
27
$1.18M 1.28%
3,741
+211
28
$1.16M 1.25%
70,680
+5,655
29
$1.14M 1.23%
12,413
+1,290
30
$1.13M 1.22%
60,835
+10,871
31
$1.13M 1.22%
5,277
+206
32
$1.11M 1.2%
4,742
-55
33
$1.1M 1.2%
13,344
-5,838
34
$1.08M 1.17%
4,771
+268
35
$1.06M 1.15%
5,778
+406
36
$1.03M 1.12%
8,508
-210
37
$981K 1.06%
27,476
+2,218
38
$981K 1.06%
5,923
+545
39
$968K 1.05%
5,721
+324
40
$950K 1.03%
3,851
+490
41
$934K 1.01%
8,746
-2,994
42
$930K 1.01%
21,369
+4,291
43
$918K 1%
+15,512
44
$903K 0.98%
10,030
+709
45
$895K 0.97%
6,635
-18
46
$829K 0.9%
24,662
+67
47
$773K 0.84%
41,088
+4,260
48
$757K 0.82%
+26,694
49
$734K 0.8%
11,194
+815
50
$721K 0.78%
3,204
+441
1
2
3