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
$90.9M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$239K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$143K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$83.5K

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.43M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.23M

Sector Composition

1 Technology 14.5%
2 Financials 10.71%
3 Healthcare 7.23%
4 Industrials 5.21%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.21M 5.73%
298,290
-107,826
2
$3.65M 4.02%
69,805
-26,718
3
$3.45M 3.79%
193,606
-80,132
4
$3.36M 3.7%
179,376
-65,708
5
$3.04M 3.35%
119,961
-46,485
6
$2.8M 3.08%
127,990
+3,814
7
$2.78M 3.05%
5,679
-305
8
$2.6M 2.86%
61,410
-13,760
9
$2.44M 2.68%
108,987
-41,052
10
$2.43M 2.67%
12,520
-497
11
$2.24M 2.46%
6,575
-703
12
$1.82M 2.01%
25,106
-9,647
13
$1.73M 1.9%
3,889
-299
14
$1.68M 1.85%
13,186
-702
15
$1.58M 1.73%
22,909
-8,818
16
$1.55M 1.71%
63,098
-22,250
17
$1.53M 1.69%
19,870
-7,136
18
$1.53M 1.68%
6,452
-922
19
$1.53M 1.68%
8,778
-1,211
20
$1.51M 1.66%
3,876
-520
21
$1.51M 1.66%
21,033
-8,571
22
$1.5M 1.65%
3,826
-481
23
$1.5M 1.65%
3,206
+509
24
$1.47M 1.62%
19,109
-7,119
25
$1.43M 1.57%
21,200
-3,463
1
2 3