BCM

Barden Capital Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.38M
3
+$824K
4
META icon
Meta Platforms (Facebook)
META
+$325K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$93.6K

Top Sells

1
+$4.56M
2
+$1.48M
3
+$1.07M
4
UNP icon
Union Pacific
UNP
+$1M
5
SKX
Skechers
SKX
+$899K

Sector Composition

1 Technology 20.74%
2 Financials 11.7%
3 Consumer Discretionary 7.91%
4 Healthcare 4.19%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.59%
3,450
-88
27
$1.58M 1.39%
6,649
-189
28
$1.58M 1.38%
3,088
-124
29
$1.53M 1.34%
7,607
-257
30
$1.48M 1.29%
255
-8
31
$1.47M 1.29%
4,598
-12
32
$1.44M 1.27%
27,755
-795
33
$1.44M 1.26%
6,745
-132
34
$1.43M 1.26%
7,000
-163
35
$1.41M 1.24%
15,237
-608
36
$1.4M 1.22%
1,892
+441
37
$1.39M 1.22%
14,893
-433
38
$1.39M 1.22%
14,597
-923
39
$1.35M 1.18%
42,279
-1,211
40
$1.34M 1.18%
5,016
-151
41
$1.29M 1.13%
38,979
-1,551
42
$1.11M 0.97%
2,290
-1,204
43
$1.1M 0.96%
2,869
-52
44
$999K 0.88%
17,788
-539
45
$948K 0.83%
1,850
-44
46
$933K 0.82%
5,733
-102
47
$848K 0.74%
2,180
-47
48
$824K 0.72%
+1,046
49
$759K 0.67%
9,411
-117
50
$679K 0.59%
7,564
-100
1
2
3