BCM

Barden Capital Management Portfolio holdings

AUM $120M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$899K
3
+$688K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$129K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$121K

Top Sells

1
+$2.61M
2
+$1.35M
3
+$1.05M
4
TSLA icon
Tesla
TSLA
+$210K
5
AAPL icon
Apple
AAPL
+$160K

Sector Composition

1 Technology 17.58%
2 Financials 13.63%
3 Consumer Discretionary 8.8%
4 Healthcare 4.6%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.58%
22,377
+692
27
$1.76M 1.57%
21,263
+489
28
$1.63M 1.45%
7,864
+146
29
$1.48M 1.32%
+6,051
30
$1.48M 1.32%
8,908
+63
31
$1.45M 1.29%
15,520
+402
32
$1.44M 1.28%
15,845
+430
33
$1.42M 1.27%
43,490
+1,258
34
$1.39M 1.24%
3,212
+34
35
$1.39M 1.23%
40,530
+694
36
$1.37M 1.22%
5,167
+55
37
$1.25M 1.12%
28,550
-1,880
38
$1.24M 1.1%
4,610
-25
39
$1.23M 1.1%
6,877
40
$1.22M 1.09%
7,163
+93
41
$1.21M 1.08%
263
+2
42
$1.12M 0.99%
15,326
+217
43
$1.07M 0.95%
5,835
+261
44
$1.07M 0.95%
18,208
+353
45
$1.01M 0.9%
2,921
+41
46
$1M 0.89%
4,244
+89
47
$969K 0.86%
2,227
+91
48
$920K 0.82%
18,327
+490
49
$899K 0.8%
+15,839
50
$858K 0.76%
8,351
+167
1
2
3