BRF

B. Riley Financial Portfolio holdings

AUM $456M
1-Year Est. Return 896.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+896.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$12.3M
3
+$2.52M
4
TOI icon
The Oncology Institute
TOI
+$1.2M
5
OTGAU
OTG Acquisition Corp I Unit
OTGAU
+$1.15M

Top Sells

1
+$8.78M
2
+$2.81M
3
+$1.49M
4
RDW icon
Redwire
RDW
+$1.23M
5
DAVE icon
Dave Inc
DAVE
+$805K

Sector Composition

1 Industrials 55.02%
2 Communication Services 23.04%
3 Technology 17.16%
4 Healthcare 1.96%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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31
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32
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33
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34
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35
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0
36
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39
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40
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41
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42
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43
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44
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