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BRIM

Broad Run Investment Management Portfolio holdings

AUM $568M
1-Year Est. Return 50.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.5M
3
+$8.39M
4
DHIL
Diamond Hill
DHIL
+$4.92M
5
AMWD
American Woodmark
AMWD
+$826K

Top Sells

1
+$24.2M
2
+$9.01M
3
+$338K
4
BHC icon
Bausch Health
BHC
+$17K
5
NOV icon
NOV
NOV
+$15K

Sector Composition

1 Financials 30.67%
2 Consumer Discretionary 24.87%
3 Real Estate 14.89%
4 Communication Services 11.2%
5 Technology 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
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27
– –
-58
28
– –
-74
29
– –
-282
30
– –
-80
31
– –
-132
32
– –
-66
33
– –
-527
34
– –
-36
1
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