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

Top Buys

1
+$5.46M
2
+$5.07M
3
+$4.84M
4
WTTR icon
Select Water Solutions
WTTR
+$4.59M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.87M

Top Sells

1
+$3.25M
2
+$2.36M
3
+$1.74M
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
201
$328K 0.1%
4,346
+945
202
$324K 0.1%
6,242
+1,033
203
$324K 0.1%
+26,000
204
$323K 0.1%
3,555
+147
205
$318K 0.1%
2,958
+93
206
$318K 0.1%
6,658
-537
207
$317K 0.1%
4,184
-197
208
$315K 0.1%
+23,480
209
$313K 0.1%
+7,124
210
$310K 0.1%
7,419
+1,059
211
$307K 0.1%
14,365
-57
212
$304K 0.1%
+22,509
213
$300K 0.09%
6,102
214
$299K 0.09%
1
215
$299K 0.09%
+14,714
216
$298K 0.09%
4,565
+37
217
$297K 0.09%
+68,629
218
$294K 0.09%
+44,000
219
$291K 0.09%
1,974
-485
220
$290K 0.09%
+9,252
221
$289K 0.09%
+9,751
222
$287K 0.09%
+9,592
223
$287K 0.09%
4,909
224
$285K 0.09%
1,760
+22
225
$276K 0.09%
2,503
+112
7 8
9
10 11