BCM
Barden Capital Management Portfolio holdings
AUM
$117M
1-Year Est. Return
15.55%
This Fund
S&P 500
1 Year Est. Return
+15.55%
AUM
$117M
AUM Growth
-$4.86M
(-4%)
Holding
62
Top Buys
| 1 | +$1.47M | |
| 2 | +$1.23M | |
| 3 | +$1.16M | |
| 4 |
Valero Energy
VLO
|
+$986K |
| 5 |
Sony
SONY
|
+$218K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.33M | |
| 3 | +$1.13M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11M |
| 5 |
Netflix
NFLX
|
+$796K |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 10.37% |
| 3 | Consumer Discretionary | 5.64% |
| 4 | Healthcare | 4.01% |
| 5 | Industrials | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alibaba
BABA
$338B
| $659K | 0.56% |
5,253
+158
|
|
||
52
Elevance Health
ELV
$81B
| $649K | 0.55% |
2,216
+226
|
|
||
53
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$560M
| $477K | 0.41% |
7,999
+416
|
|
||
54
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.62B
| $465K | 0.4% |
4,805
-52
|
|
||
55
SPDR Gold Trust
GLD
$156B
| $366K | 0.31% |
850
+93
|
|
||
56
Vanguard Dividend Appreciation ETF
VIG
$105B
| $212K | 0.18% |
986
|
|
||
57
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.35B
| $210K | 0.18% |
+4,475
|
|
||
58
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
| $210K | 0.18% |
+2,198
|
|
||
59
American Express
AXP
$217B
| – | – |
-4,687
|
|
||
|
60
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-2,214
|
|
||
|
61
Netflix
NFLX
$372B
| – | – |
-8,494
|
|
||
62
T-Mobile US
TMUS
$210B
| – | – |
-6,574
|
|