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
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$971K
3
+$826K
4
JPM icon
JPMorgan Chase
JPM
+$784K
5
MRK icon
Merck
MRK
+$655K

Top Sells

1
+$1.16M
2
+$760K
3
+$757K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$724K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$704K

Sector Composition

1 Technology 11.41%
2 Financials 9.42%
3 Healthcare 7.02%
4 Industrials 4.9%
5 Energy 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.55M 6.26%
406,116
+3,459
2
$4.81M 4.6%
96,523
-141
3
$4.76M 4.55%
273,738
+512
4
$4.29M 4.1%
166,446
-1,981
5
$3.99M 3.82%
245,084
+272
6
$3.28M 3.13%
150,039
-732
7
$2.6M 2.49%
124,176
+1,228
8
$2.57M 2.45%
34,753
+256
9
$2.31M 2.2%
5,984
-337
10
$2.15M 2.06%
85,348
-27,910
11
$2.15M 2.05%
13,017
-289
12
$2.1M 2%
7,278
+47
13
$2.1M 2%
31,727
+36
14
$2.09M 2%
75,170
+540
15
$2.06M 1.97%
27,006
+71
16
$2.03M 1.94%
29,604
+104
17
$1.93M 1.85%
26,228
+95
18
$1.93M 1.84%
4,188
-74
19
$1.79M 1.71%
21,622
+129
20
$1.66M 1.59%
7,374
-16
21
$1.65M 1.57%
9,989
+66
22
$1.57M 1.5%
4,307
+16
23
$1.56M 1.49%
24,663
+169
24
$1.48M 1.41%
32,318
+314
25
$1.48M 1.41%
4,396
+41
1
2 3