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
$103M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.25M
3
+$1.21M
4
CASY icon
Casey's General Stores
CASY
+$1.03M
5
KDP icon
Keurig Dr Pepper
KDP
+$977K

Top Sells

1
+$4.11M
2
+$3.22M
3
+$2.99M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.8M
5
NVDA icon
NVIDIA
NVDA
+$2.75M

Sector Composition

1 Technology 18.72%
2 Financials 9.29%
3 Consumer Discretionary 7.26%
4 Healthcare 7.11%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.55%
65,010
-78,192
27
$1.53M 1.48%
75,261
-4,644
28
$1.43M 1.38%
3,401
-4,631
29
$1.33M 1.29%
4,905
-1,093
30
$1.32M 1.28%
10,405
-1,996
31
$1.28M 1.24%
74,695
-11,810
32
$1.27M 1.23%
33,633
-5,107
33
$1.25M 1.21%
+9,177
34
$1.21M 1.17%
5,312
-18,048
35
$1.21M 1.17%
+34,143
36
$1.2M 1.16%
6,015
-116
37
$1.19M 1.15%
12,727
-3,195
38
$1.16M 1.13%
37,984
+31,845
39
$1.12M 1.09%
33,305
-4,554
40
$1.11M 1.08%
11,552
-4,201
41
$1.11M 1.07%
12,378
-2,286
42
$1.11M 1.07%
6,798
-1,924
43
$1.05M 1.01%
25,830
-8,715
44
$1.03M 1%
15,864
-3,261
45
$1.03M 1%
+3,236
46
$974K 0.94%
6,541
-2,320
47
$961K 0.93%
+1,681
48
$942K 0.91%
2,824
-1,104
49
$937K 0.91%
3,811
-1,137
50
$929K 0.9%
256
-44
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