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
$106M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$128K
3
+$102K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$102K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$86K

Top Sells

1
+$1.11M
2
+$307K
3
+$299K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296K
5
LEA icon
Lear
LEA
+$187K

Sector Composition

1 Technology 21.31%
2 Financials 9.74%
3 Healthcare 7.17%
4 Consumer Discretionary 6.17%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.79%
6,121
+328
52
$779K 0.73%
15,567
+769
53
$776K 0.73%
14,290
+458
54
$776K 0.73%
3,877
+32
55
$589K 0.56%
7,635
+208
56
$587K 0.55%
6,176
+8
57
$559K 0.53%
4,435
-38
58
$464K 0.44%
4,066
-1,643
59
$372K 0.35%
7,280
60
$214K 0.2%
9,408
61
– –
-316
62
– –
-11,552
63
– –
-3,470
64
– –
-1,960
1 2
3