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
$114M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.12M
3
+$424K
4
SPGI icon
S&P Global
SPGI
+$262K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$258K

Top Sells

1
+$1.22M
2
+$1.16M
3
+$837K
4
DEO icon
Diageo
DEO
+$559K
5
LEA icon
Lear
LEA
+$464K

Sector Composition

1 Technology 20.04%
2 Financials 9.04%
3 Healthcare 6.9%
4 Consumer Discretionary 6.58%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$926K 0.81%
17,741
+2,174
52
$918K 0.81%
1,812
+103
53
$744K 0.65%
4,316
+439
54
$691K 0.61%
8,606
+971
55
$614K 0.54%
6,173
-3
56
$501K 0.44%
9,724
-6,314
57
$412K 0.36%
7,738
+458
58
$224K 0.2%
9,408
59
– –
-4,435
60
– –
-6,015
61
– –
-4,066
62
– –
-6,121
1 2
3