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

Top Buys

1
+$4.5M
2
+$3.57M
3
+$3.53M
4
ANW
Aegean Marine Petroleum Network
ANW
+$2.99M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.84M

Top Sells

1
+$3.12M
2
+$2.36M
3
+$1.68M
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
101
$826K 0.23%
15,902
-2,279
102
$814K 0.23%
16,862
+711
103
$799K 0.22%
2,365
+42
104
$777K 0.22%
53,197
+444
105
$774K 0.22%
39,700
+4,500
106
$773K 0.22%
10,037
-1,140
107
$763K 0.21%
+12,981
108
$757K 0.21%
44,973
109
$732K 0.2%
8,416
-602
110
$731K 0.2%
+27,350
111
$729K 0.2%
7,199
+1,730
112
$728K 0.2%
24,444
113
$721K 0.2%
3,785
+1,369
114
$721K 0.2%
21,415
+3,408
115
$721K 0.2%
7,891
-100
116
$715K 0.2%
5,573
+175
117
$706K 0.2%
6,606
118
$701K 0.2%
27,475
-531
119
$699K 0.19%
44,014
+24,451
120
$694K 0.19%
3,475
-210
121
$694K 0.19%
+24,171
122
$682K 0.19%
10,352
123
$682K 0.19%
18,170
+1,250
124
$682K 0.19%
9,349
+85
125
$664K 0.19%
4,875
+2,818
3 4
5
6 7