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
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$971K
3
+$826K
4
JPM icon
JPMorgan Chase
JPM
+$784K
5
MRK icon
Merck
MRK
+$655K

Top Sells

1
+$1.16M
2
+$760K
3
+$757K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$724K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$704K

Sector Composition

1 Technology 11.41%
2 Financials 9.42%
3 Healthcare 7.02%
4 Industrials 4.9%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.39%
15,986
-7,934
27
$1.43M 1.37%
+38,208
28
$1.39M 1.33%
13,888
+176
29
$1.38M 1.32%
75,975
-4,095
30
$1.33M 1.27%
13,844
+143
31
$1.31M 1.25%
6,748
+79
32
$1.29M 1.24%
9,571
-140
33
$1.26M 1.2%
33,194
+336
34
$1.26M 1.2%
14,563
+39
35
$1.24M 1.18%
5,549
+55
36
$1.21M 1.16%
14,557
+177
37
$1.21M 1.15%
5,347
-118
38
$1.19M 1.14%
23,375
+151
39
$1.12M 1.07%
7,751
+66
40
$1.1M 1.05%
13,423
+80
41
$1.05M 1%
10,562
+100
42
$1.04M 0.99%
3,947
-179
43
$997K 0.95%
15,967
-223
44
$971K 0.93%
+9,358
45
$950K 0.91%
17,598
-14,020
46
$926K 0.89%
2,697
+40
47
$915K 0.87%
8,862
-158
48
$897K 0.86%
18,177
+254
49
$895K 0.86%
2,900
+64
50
$871K 0.83%
6,243
+77
1
2
3