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

Top Sells

1
+$6.58M
2
+$5.38M
3
+$4.3M
4
MU icon
Micron Technology
MU
+$3.18M
5
BLVD
Boulevard Acquisition Corp. II Class A Common Stock
BLVD
+$2.77M

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
51
$1.41M 0.45%
12,062
+5,000
52
$1.39M 0.44%
66,472
-17,126
53
$1.36M 0.43%
220,000
-79,096
54
$1.32M 0.42%
8,451
-123
55
$1.25M 0.4%
70,281
-25,205
56
$1.25M 0.39%
6,622
+357
57
$1.24M 0.39%
124,035
+55,767
58
$1.23M 0.39%
78,448
59
$1.23M 0.39%
10,075
-879
60
$1.23M 0.39%
14,523
61
$1.22M 0.39%
16,477
-4,480
62
$1.19M 0.38%
23,237
+4,153
63
$1.17M 0.37%
118,483
-57,761
64
$1.14M 0.36%
13,638
+506
65
$1.14M 0.36%
+7,536
66
$1.13M 0.36%
3,273
-20
67
$1.13M 0.36%
21,380
+16,100
68
$1.12M 0.35%
14,971
-6,133
69
$1.12M 0.35%
10,108
-538
70
$1.11M 0.35%
37,065
-19,196
71
$1.1M 0.35%
158,148
-45,338
72
$1.09M 0.35%
50,992
-93,983
73
$1.09M 0.34%
22,301
-1,048
74
$1.08M 0.34%
43,194
-19,558
75
$1.08M 0.34%
102,213
+7,669
1 2
3
4 5