BO
BRR OpCo Portfolio holdings
AUM
$814M
This Quarter Return
+7.38%
1 Year Return
-9.75%
3 Year Return
+23.58%
5 Year Return
+36.49%
10 Year Return
–
AUM
$909M
AUM Growth
+$909M
(+8.9%)
Cap. Flow
-$5.87B
Cap. Flow
% of AUM
-645.83%
Top 10 Holdings %
Top 10 Hldgs %
67.25%
Holding
240
New
17
Increased
72
Reduced
91
Closed
13
Top Buys
| 1 |
CarMax
KMX
|
$6.11M |
| 2 |
Outset Medical
OM
|
$4.18M |
| 3 |
Advanced Drainage Systems
WMS
|
$2.28M |
| 4 |
Park National Corp
PRK
|
$2.04M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$2.04M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$5.88B |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.97M |
| 3 |
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
|
$1.79M |
| 4 |
Coca-Cola
KO
|
$1.67M |
| 5 |
Greif
GEF
|
$1.47M |
Sector Composition
| 1 | Financials | 26.54% |
| 2 | Technology | 7.41% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Healthcare | 4.11% |
| 5 | Consumer Staples | 1.8% |
