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
151
$499K 0.14%
5,264
-354
152
$496K 0.14%
23,847
153
$492K 0.14%
3,802
+139
154
$491K 0.14%
150,000
-31,050
155
$485K 0.14%
2,725
+220
156
$481K 0.13%
+15,000
157
$467K 0.13%
+21,732
158
$465K 0.13%
15,865
-13,606
159
$465K 0.13%
13,640
+1,910
160
$461K 0.13%
23,700
161
$461K 0.13%
56,735
-2,000
162
$458K 0.13%
5,298
-123
163
$451K 0.13%
3,730
-311
164
$450K 0.13%
46,824
-2,176
165
$437K 0.12%
+75,000
166
$434K 0.12%
19,644
-3,205
167
$433K 0.12%
4,310
+653
168
$430K 0.12%
11,092
-15,272
169
$427K 0.12%
1,976
+53
170
$422K 0.12%
5,043
-440
171
$418K 0.12%
3,669
-23
172
$416K 0.12%
+17,411
173
$416K 0.12%
40,000
174
$404K 0.11%
5,026
+165
175
$404K 0.11%
15,030
+238
5 6
7
8 9