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
1
$6.21M 5.52%
281,140
+2,900
2
$4.59M 4.09%
73,576
+769
3
$4.56M 4.06%
194,751
+5,513
4
$4.55M 4.04%
229,793
+6,128
5
$4.42M 3.94%
173,255
+3,276
6
$4.05M 3.61%
37,408
-12,428
7
$3.5M 3.12%
139,904
-294
8
$3.44M 3.06%
9,164
+38
9
$3.16M 2.81%
118,808
+1,439
10
$3.08M 2.74%
13,868
-721
11
$2.86M 2.55%
38,956
+1,552
12
$2.66M 2.37%
13,993
+134
13
$2.51M 2.23%
7,157
+77
14
$2.45M 2.18%
2,962
-155
15
$2.36M 2.1%
6,147
+178
16
$2.28M 2.02%
91,525
+2,381
17
$2.2M 1.96%
4,015
+1
18
$2.2M 1.95%
86,532
+1,010
19
$2.19M 1.95%
3,603
-110
20
$1.88M 1.68%
24,462
+376
21
$1.86M 1.66%
3,494
+35
22
$1.83M 1.63%
84,844
+3,922
23
$1.82M 1.62%
6,838
+24
24
$1.8M 1.6%
28,407
+131
25
$1.8M 1.6%
3,538
+40
1
2 3