BCM
Barden Capital Management Portfolio holdings
AUM
$120M
1-Year Est. Return
15.56%
1 Year Est. Return
+15.56%
AUM
$120M
AUM Growth
+$6.18M
(+5.4%)
Holding
62
Top Buys
| 1 | +$1.85M | |
| 2 | +$1.46M | |
| 3 | +$1.38M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$367K |
| 5 |
Tesla
TSLA
|
+$231K |
Top Sells
| 1 | +$933K | |
| 2 | +$770K | |
| 3 | +$648K | |
| 4 |
Parker-Hannifin
PH
|
+$232K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$211K |
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 | |
|---|---|---|---|---|---|---|
51
ConocoPhillips
COP
$114B
| $737K | 0.61% |
7,789
+225
|
|
||
52
Chipotle Mexican Grill
CMG
$49.8B
| $697K | 0.58% |
17,788
|
|
||
53
Diamondback Energy
FANG
$42.4B
| $643K | 0.53% |
4,495
+59
|
|
||
54
Elevance Health
ELV
$75.7B
| $632K | 0.53% |
1,956
-224
|
|
||
55
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.37B
| $484K | 0.4% |
4,903
-3
|
|
||
56
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$503M
| $470K | 0.39% |
7,661
-40
|
|
||
|
57
Tesla
TSLA
$1.6T
| $231K | 0.19% |
+519
|
|
||
58
SPDR Gold Trust
GLD
$147B
| $222K | 0.18% |
+624
|
|
||
59
Vanguard Dividend Appreciation ETF
VIG
$101B
| $213K | 0.18% |
+986
|
|
||
60
Constellation Brands
STZ
$23.5B
| – | – |
-5,733
|
|
||
61
Centene
CNC
$19.2B
| – | – |
-11,934
|
|
||
62
Inuvo
INUV
$38.9M
| – | – |
-15,612
|
|