BCM

Barden Capital Management Portfolio holdings

AUM $114M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.51M
3
+$4.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.23M

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 Change
in Stake 		Capital Flow
51
$956K 0.91%
+2,715
52
$955K 0.91%
+5,736
53
$953K 0.91%
+18,055
54
$930K 0.89%
+8,627
55
$853K 0.81%
+4,665
56
$758K 0.72%
+6,532
57
$753K 0.72%
+3,330
58
$610K 0.58%
+7,010
59
$323K 0.31%
+7,282
60
$279K 0.27%
+5,650
1 2
3