BCM
Barden Capital Management Portfolio holdings
AUM
$114M
1-Year Est. Return
16.23%
1 Year Est. Return
+16.23%
AUM
$112M
AUM Growth
-$4.18M
(-3.6%)
Holding
63
Top Buys
| 1 | +$1.48M | |
| 2 | +$899K | |
| 3 | +$688K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$129K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$121K |
Top Sells
| 1 | +$2.61M | |
| 2 | +$1.35M | |
| 3 | +$1.05M | |
| 4 |
Tesla
TSLA
|
+$210K |
| 5 |
Apple
AAPL
|
+$160K |
Sector Composition
| 1 | Technology | 17.58% |
| 2 | Financials | 13.63% |
| 3 | Consumer Discretionary | 8.8% |
| 4 | Healthcare | 4.6% |
| 5 | Industrials | 4.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.61T
| $836K | 0.74% |
1,451
+15
|
|
||
52
Synopsys
SNPS
$82.8B
| $812K | 0.72% |
1,894
+62
|
|
||
53
ConocoPhillips
COP
$111B
| $805K | 0.72% |
7,664
-136
|
|
||
54
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| $752K | 0.67% |
9,528
+359
|
|
||
55
Centene
CNC
$17B
| $742K | 0.66% |
12,215
+400
|
|
||
56
Diamondback Energy
FANG
$40.9B
| $719K | 0.64% |
4,498
+118
|
|
||
57
Alibaba
BABA
$400B
| $688K | 0.61% |
+5,204
|
|
||
58
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $501K | 0.45% |
5,175
-477
|
|
||
59
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$622M
| $390K | 0.35% |
7,738
|
|
||
60
Occidental Petroleum
OXY
$40.3B
| $211K | 0.19% |
4,283
+40
|
|
||
61
Alphabet (Google) Class A
GOOGL
$3.42T
| – | – |
-13,808
|
|
||
|
62
Tesla
TSLA
$1.56T
| – | – |
-519
|
|
||
63
Blackrock
BLK
$166B
| – | – |
-1,025
|
|