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
$106M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$128K
3
+$102K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$102K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$86K

Top Sells

1
+$1.11M
2
+$307K
3
+$299K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296K
5
LEA icon
Lear
LEA
+$187K

Sector Composition

1 Technology 21.31%
2 Financials 9.74%
3 Healthcare 7.17%
4 Consumer Discretionary 6.17%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.37M 6.01%
51,572
-308
2
$5.48M 5.16%
255,780
-2,322
3
$4.04M 3.81%
66,541
+310
4
$3.83M 3.61%
199,390
+4,288
5
$3.82M 3.6%
8,535
-149
6
$3.66M 3.45%
145,686
+5,114
7
$3.4M 3.2%
134,704
-860
8
$3.2M 3.01%
5,767
+35
9
$2.96M 2.79%
3,264
+26
10
$2.95M 2.78%
13,974
+126
11
$2.89M 2.73%
66,467
+2,346
12
$2.65M 2.5%
107,400
+3,213
13
$2.59M 2.44%
13,325
+17
14
$2.34M 2.21%
13,804
-22
15
$2.28M 2.15%
31,688
+1,421
16
$2.25M 2.12%
4,153
+25
17
$1.99M 1.87%
3,930
-42
18
$1.82M 1.72%
28,909
+49
19
$1.82M 1.72%
74,698
+3,528
20
$1.77M 1.66%
6,711
+31
21
$1.72M 1.62%
3,905
-8
22
$1.66M 1.56%
19,693
-159
23
$1.65M 1.56%
19,255
+25
24
$1.64M 1.55%
22,534
+801
25
$1.6M 1.51%
9,252
+75
1
2 3