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
$313M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$5.85M
3
+$5.46M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.46M
5
TNAV
Telenav Inc.
TNAV
+$3.14M

Top Sells

1
+$7.7M
2
+$5.51M
3
+$2.74M
4
VERI icon
Veritone
VERI
+$2.02M
5
CJ
C&J Energy Services, Inc.
CJ
+$1.97M

Sector Composition

1 Technology 14.87%
2 Industrials 7.24%
3 Financials 6.46%
4 Consumer Discretionary 4.86%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.3M 2.54%
91,344
+26,010
2
$9.23M 2.52%
79,977
+1,788
3
$6.79M 1.85%
128,664
-14,787
4
$6.78M 1.85%
+183,969
5
$6.04M 1.65%
26,992
+24,400
6
$5.87M 1.6%
405,000
+155,000
7
$5.85M 1.6%
+57,060
8
$5.81M 1.58%
43,746
+41,168
9
$5.52M 1.51%
869,660
+494,267
10
$5.48M 1.5%
340,000
+60,000
11
$5.38M 1.47%
264,071
-53,836
12
$4.85M 1.32%
2,063,351
+399,032
13
$4.73M 1.29%
359,600
-208,435
14
$4.72M 1.29%
273,933
-3,898
15
$4.6M 1.26%
57,430
+15,183
16
$3.67M 1%
49,318
+2,963
17
$3.62M 0.99%
73,436
+2,264
18
$3.54M 0.97%
24,107
+916
19
$3.18M 0.87%
80,748
+21,786
20
$3.15M 0.86%
61,772
+2,147
21
$3.13M 0.86%
893,275
+255,174
22
$2.87M 0.78%
11,409
+4,229
23
$2.77M 0.76%
277,048
24
$2.76M 0.75%
31,404
-3,180
25
$2.68M 0.73%
134,048
1
2 3 4 5