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
126
$654K 0.18%
6,653
-1,044
127
$651K 0.18%
8,831
-859
128
$629K 0.18%
71,510
-36,749
129
$617K 0.17%
11,335
130
$614K 0.17%
9,380
+3,108
131
$612K 0.17%
62,363
-61,672
132
$607K 0.17%
3,702
+19
133
$599K 0.17%
+60,786
134
$595K 0.17%
4,940
+1,550
135
$594K 0.17%
+11,405
136
$578K 0.16%
60,000
137
$573K 0.16%
9,860
-381
138
$564K 0.16%
9,971
139
$555K 0.15%
144,100
-75,900
140
$547K 0.15%
72,500
+23,200
141
$544K 0.15%
6,859
+120
142
$539K 0.15%
12,015
+4,075
143
$537K 0.15%
4,107
-297
144
$534K 0.15%
12,450
-778
145
$530K 0.15%
3,383
-213
146
$530K 0.15%
11,973
-664
147
$527K 0.15%
10,611
-863
148
$510K 0.14%
5,862
149
$502K 0.14%
16,786
-2,496
150
$501K 0.14%
29,435
-40,846
4 5
6
7 8