BRF

B. Riley Financial Portfolio holdings

AUM $234M
1-Year Est. Return 270.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+270.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$9.46M
2 +$9.31M
3 +$3.11M
4
SACH
Sachem Capital Corp
SACH
+$2.91M
5
VTV icon
Vanguard Value ETF
VTV
+$2.53M

Sector Composition

1 Technology 10.12%
2 Industrials 9.6%
3 Financials 6.64%
4 Healthcare 6.16%
5 Energy 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-132,047
327
-10,404
328
-4,250
329
-3,339
330
-4,986
331
-51,671
332
-2,969
333
-15,659
334
0
335
-29,585
336
-42,791
337
-8,010
338
-3,453
339
0
340
-47,600
341
-59,861
342
-3,000
343
-19,940
344
-10,064
345
-571,907
346
-278,095
347
-49,571
348
-122,381
349
-64,373
350
0