BCM
Barden Capital Management Portfolio holdings
AUM
$114M
1-Year Return
16.23%
This Quarter Return
+7.75%
1 Year Return
+16.23%
3 Year Return
+74.06%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.2%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.44% |
| 2 | Financials | 7.46% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Healthcare | 6.18% |
| 5 | Communication Services | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.13T
| $956K | 0.91% |
+2,715
| New | +$956K |
|
52
Eagle Materials
EXP
$7.86B
| $955K | 0.91% |
+5,736
| New | +$955K |
|
53
CRH
CRH
$75.4B
| $953K | 0.91% |
+18,055
| New | +$953K |
|
54
Diamondback Energy
FANG
$40.2B
| $930K | 0.89% |
+8,627
| New | +$930K |
|
55
Lear
LEA
$5.91B
| $853K | 0.81% |
+4,665
| New | +$853K |
|
56
T-Mobile US
TMUS
$284B
| $758K | 0.72% |
+6,532
| New | +$758K |
|
57
Vanguard Small-Cap ETF
VB
$67.2B
| $753K | 0.72% |
+3,330
| New | +$753K |
|
58
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $610K | 0.58% |
+7,010
| New | +$610K |
|
59
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$576M
| $323K | 0.31% |
+7,282
| New | +$323K |
|
60
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $279K | 0.27% |
+5,650
| New | +$279K |
|