BCM

Barden Capital Management Portfolio holdings

AUM $117M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.44M
3
+$1.29M
4
META icon
Meta Platforms (Facebook)
META
+$372K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$207K

Top Sells

1
+$933K
2
+$784K
3
+$648K
4
PH icon
Parker-Hannifin
PH
+$226K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$203K

Sector Composition

1 Technology 23.25%
2 Financials 12.68%
3 Consumer Discretionary 7.54%
4 Industrials 3.34%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.44%
3,071
-17
27
$1.69M 1.4%
3,464
+14
28
$1.65M 1.37%
27,585
+126
29
$1.64M 1.36%
7,625
+18
30
$1.59M 1.32%
6,652
+3
31
$1.53M 1.28%
4,618
+20
32
$1.46M 1.22%
+3,197
33
$1.46M 1.21%
14,863
-30
34
$1.43M 1.19%
6,740
-5
35
$1.42M 1.18%
14,918
-319
36
$1.42M 1.18%
6,971
-29
37
$1.39M 1.16%
4,990
-26
38
$1.38M 1.15%
+4,189
39
$1.38M 1.15%
14,430
-167
40
$1.38M 1.14%
6,375
41
$1.32M 1.1%
40,908
-1,371
42
$1.28M 1.07%
3,636
-2,184
43
$1.22M 1.02%
2,869
44
$1.18M 0.98%
27,958
+203
45
$1.15M 0.96%
2,286
-4
46
$999K 0.83%
39,170
+191
47
$910K 0.76%
1,845
-5
48
$903K 0.75%
5,051
-12
49
$794K 0.66%
1,163
+117
50
$752K 0.62%
9,257
-154
1
2
3