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
$320M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.07M
3
+$4.84M
4
WTTR icon
Select Water Solutions
WTTR
+$4.59M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.87M

Top Sells

1
+$3.25M
2
+$2.36M
3
+$1.74M
4
APPS icon
Digital Turbine
APPS
+$1.46M
5
NMIH icon
NMI Holdings
NMIH
+$1.45M

Sector Composition

1 Technology 12.67%
2 Industrials 9.77%
3 Energy 6.89%
4 Financials 6.43%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.91%
69,648
+15,080
27
$2.72M 0.85%
57,803
+944
28
$2.69M 0.84%
402,120
-2,700
29
$2.56M 0.8%
736,554
+32,085
30
$2.48M 0.77%
250,099
31
$2.45M 0.77%
28,902
-583
32
$2.42M 0.76%
184,936
33
$2.39M 0.75%
109,048
34
$2.38M 0.74%
38,692
+29,986
35
$2.32M 0.73%
33,289
-3,502
36
$2.29M 0.71%
16,834
-2,961
37
$2.21M 0.69%
45,228
+98
38
$2.17M 0.68%
620,000
+410,000
39
$2.06M 0.64%
21,000
40
$1.99M 0.62%
38,266
41
$1.95M 0.61%
27,000
-3,760
42
$1.9M 0.59%
63,971
+4,625
43
$1.79M 0.56%
54,346
-610
44
$1.69M 0.53%
146,625
+120,650
45
$1.6M 0.5%
+172,748
46
$1.58M 0.49%
15,592
-980
47
$1.57M 0.49%
77,976
-2,000
48
$1.55M 0.49%
28,347
-785
49
$1.54M 0.48%
+22,094
50
$1.51M 0.47%
61,898
-4,574
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