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
1
$5.52M 5.26%
+291,042
2
$5.51M 5.25%
+48,811
3
$4.7M 4.47%
+81,181
4
$4.24M 4.04%
+207,296
5
$4.23M 4.03%
+217,602
6
$3.17M 3.02%
+129,672
7
$3.13M 2.98%
+106,290
8
$2.69M 2.56%
+4,740
9
$2.45M 2.34%
+95,772
10
$2.37M 2.26%
+87,820
11
$2.34M 2.23%
+83,332
12
$2.3M 2.19%
+6,837
13
$2.28M 2.18%
+12,860
14
$2.15M 2.05%
+4,646
15
$2.03M 1.93%
+21,826
16
$2M 1.91%
+28,165
17
$2M 1.9%
+23,590
18
$1.96M 1.87%
+24,047
19
$1.9M 1.81%
+11,380
20
$1.81M 1.73%
+9,970
21
$1.77M 1.68%
+17,837
22
$1.72M 1.63%
+11,819
23
$1.68M 1.6%
+20,333
24
$1.6M 1.52%
+63,245
25
$1.58M 1.5%
+16,992
1
2 3