BRF

B. Riley Financial Portfolio holdings

AUM $120M
1-Year Est. Return 51.73%
This Quarter Est. Return
1 Year Est. Return
+51.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$95.3M
2
+$3.07M
3
+$1.9M
4
NKLA
Nikola Corporation Common Stock
NKLA
+$568K
5
LACQ
Leisure Acquisition Corp.
LACQ
+$521K

Top Sells

1
+$6.56M
2
+$3.09M
3
+$2.38M
4
LSAK icon
Lesaka Technologies
LSAK
+$1.45M
5
CLW icon
Clearwater Paper
CLW
+$1.29M

Sector Composition

1 Industrials 63.91%
2 Consumer Discretionary 13.17%
3 Financials 11.18%
4 Technology 4.45%
5 Energy 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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53
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54
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56
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57
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-35,000
58
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59
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60
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-256,219
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