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
$386M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.99M
3
+$2.63M
4
ALTG icon
Alta Equipment Group
ALTG
+$2.05M
5
CDZI icon
Cadiz
CDZI
+$1.61M

Top Sells

1
+$7.58M
2
+$6.1M
3
+$3.4M
4
VATE icon
INNOVATE Corp
VATE
+$3.29M
5
PPTA
Perpetua Resources
PPTA
+$2.6M

Sector Composition

1 Industrials 69.8%
2 Communication Services 19.14%
3 Technology 6.88%
4 Materials 2.25%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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