BRIM

Broad Run Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 45.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$839M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M

Top Sells

1
+$10M
2
+$8.75M
3
+$4.48M
4
AMT icon
American Tower
AMT
+$4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$3.89M

Sector Composition

1 Financials 36.02%
2 Consumer Discretionary 26.92%
3 Technology 15.79%
4 Communication Services 10.82%
5 Real Estate 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$518K 0.06%
23,582
27
– –
-41,226
28
– –
-11,369
1
2