BO

BRR OpCo Portfolio holdings

AUM $814M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
-9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$941M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

1 +$6.98M
2 +$4.16M
3 +$1.93M
4
EBAY icon
eBay
EBAY
+$1.79M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M

Sector Composition

1 Financials 30.96%
2 Technology 6.7%
3 Healthcare 4.22%
4 Industrials 4.1%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,672
227
-1,588
228
-2,737
229
-2,489
230
-1,724
231
-1,147
232
-957