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
$90.9M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$239K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$143K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$83.5K

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.43M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.23M

Sector Composition

1 Technology 14.5%
2 Financials 10.71%
3 Healthcare 7.23%
4 Industrials 5.21%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.56%
28,484
-3,834
27
$1.38M 1.52%
12,641
-1,203
28
$1.32M 1.45%
+76,413
29
$1.23M 1.35%
68,340
-7,635
30
$1.15M 1.26%
20,610
-2,765
31
$1.15M 1.26%
32,449
-745
32
$1.14M 1.25%
4,623
-724
33
$1.13M 1.24%
3,318
+418
34
$1.12M 1.23%
13,403
-1,154
35
$1.12M 1.23%
8,590
-272
36
$1.11M 1.22%
9,258
-100
37
$1.1M 1.21%
5,163
-386
38
$1.07M 1.18%
11,777
-4,209
39
$1.07M 1.17%
5,954
-794
40
$1.06M 1.16%
10,220
-342
41
$1.04M 1.14%
22,129
+3,952
42
$1.03M 1.13%
28,291
-9,917
43
$1M 1.1%
11,565
-1,858
44
$917K 1.01%
10,601
-3,962
45
$913K 1%
6,575
-1,176
46
$909K 1%
15,463
-504
47
$875K 0.96%
6,015
48
$817K 0.9%
2,692
-1,255
49
$803K 0.88%
12,475
-227
50
$803K 0.88%
13,972
-3,626
1
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