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
$260M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M

Top Sells

1 +$9.25M
2 +$306K

Sector Composition

1 Consumer Discretionary 58.76%
2 Real Estate 9.77%
3 Technology 7.28%
4 Financials 6.32%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$339K 0.13%
4,907
-4,428