BCM

Barden Capital Management Portfolio holdings

AUM $120M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$899K
3
+$688K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$129K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$121K

Top Sells

1
+$2.61M
2
+$1.35M
3
+$1.05M
4
TSLA icon
Tesla
TSLA
+$210K
5
AAPL icon
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
$836K 0.74%
1,451
+15
52
$812K 0.72%
1,894
+62
53
$805K 0.72%
7,664
-136
54
$752K 0.67%
9,528
+359
55
$742K 0.66%
12,215
+400
56
$719K 0.64%
4,498
+118
57
$688K 0.61%
+5,204
58
$501K 0.45%
5,175
-477
59
$390K 0.35%
7,738
60
$211K 0.19%
4,283
+40
61
– –
-1,025
62
– –
-13,808
63
– –
-519
1 2
3