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
$106M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$128K
3
+$102K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$102K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$86K

Top Sells

1
+$1.11M
2
+$307K
3
+$299K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296K
5
LEA icon
Lear
LEA
+$187K

Sector Composition

1 Technology 21.31%
2 Financials 9.74%
3 Healthcare 7.17%
4 Consumer Discretionary 6.17%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.5%
76,053
+792
27
$1.53M 1.44%
64,436
-574
28
$1.5M 1.41%
22,573
+242
29
$1.39M 1.31%
3,414
+13
30
$1.3M 1.22%
38,712
+728
31
$1.29M 1.22%
76,260
+1,565
32
$1.26M 1.19%
4,919
+14
33
$1.25M 1.18%
3,271
+35
34
$1.23M 1.16%
34,125
+492
35
$1.22M 1.15%
31,487
-2,656
36
$1.22M 1.15%
6,015
37
$1.21M 1.14%
13,049
+322
38
$1.2M 1.13%
10,505
+100
39
$1.19M 1.13%
6,770
-28
40
$1.17M 1.1%
5,056
-256
41
$1.16M 1.09%
35,312
+2,007
42
$1.14M 1.08%
12,920
+542
43
$1.14M 1.08%
+2,560
44
$1.03M 0.97%
25,969
+139
45
$1.02M 0.96%
257
+1
46
$1.02M 0.96%
1,709
+28
47
$1.01M 0.95%
16,038
+174
48
$902K 0.85%
6,540
-1
49
$901K 0.85%
2,780
-44
50
$854K 0.81%
3,781
-30
1
2
3