BRCA

Birch Run Capital Advisors Portfolio holdings

AUM $86.9M
1-Year Est. Return 87.25%
This Quarter Est. Return
1 Year Est. Return
+87.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$898K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 55.1%
2 Real Estate 8.97%
3 Energy 8.63%
4 Technology 7.47%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$520K 0.25%
9,335