BB

Burford Brothers Portfolio holdings

AUM $234M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.03M
3
+$661K
4
IPG icon
Interpublic Group of Companies
IPG
+$507K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$421K

Top Sells

1
+$4.19M
2
+$1.37M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
NEE icon
NextEra Energy
NEE
+$565K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.9T
$18.2M 7.77%
71,400
-733
CGUS icon
2
Capital Group Core Equity ETF
CGUS
$7.48B
$13.6M 5.81%
343,617
+10,645
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.7M 5%
23,239
+685
MSFT icon
4
Microsoft
MSFT
$3.89T
$10.3M 4.4%
19,872
-71
TSLA icon
5
Tesla
TSLA
$1.44T
$9.94M 4.25%
22,344
-93
VNLA icon
6
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$8.97M 3.83%
181,930
-85,077
CGGR icon
7
Capital Group Growth ETF
CGGR
$16.7B
$8.16M 3.49%
185,703
-11,600
CGGO icon
8
Capital Group Global Growth Equity ETF
CGGO
$7.5B
$5.42M 2.32%
158,754
+8,170
AMZN icon
9
Amazon
AMZN
$2.39T
$5.07M 2.17%
23,080
+68
XOM icon
10
Exxon Mobil
XOM
$492B
$4.68M 2%
41,486
-187
FSLR icon
11
First Solar
FSLR
$25.9B
$4.2M 1.79%
19,032
-64
META icon
12
Meta Platforms (Facebook)
META
$1.85T
$4.1M 1.75%
5,577
-91
JPM icon
13
JPMorgan Chase
JPM
$818B
$4.06M 1.74%
12,869
-1
VST icon
14
Vistra
VST
$68.3B
$3.75M 1.6%
19,125
-2,810
GE icon
15
GE Aerospace
GE
$321B
$3.52M 1.51%
11,705
-450
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.15T
$3.11M 1.33%
12,775
-14
TEVA icon
17
Teva Pharmaceuticals
TEVA
$21.7B
$3M 1.28%
148,744
-6,579
MO icon
18
Altria Group
MO
$109B
$2.72M 1.16%
41,196
+2,042
SPY icon
19
SPDR S&P 500 ETF Trust
SPY
$672B
$2.63M 1.13%
3,955
-2
ABBV icon
20
AbbVie
ABBV
$403B
$2.46M 1.05%
10,631
+14
WMT icon
21
Walmart
WMT
$846B
$2.46M 1.05%
23,830
-153
COIN icon
22
Coinbase
COIN
$91.1B
$2.34M 1%
6,944
+24
GEV icon
23
GE Vernova
GEV
$159B
$2.34M 1%
3,805
-93
NVDA icon
24
NVIDIA
NVDA
$4.53T
$2.09M 0.89%
11,201
-206
CVX icon
25
Chevron
CVX
$313B
$2.07M 0.88%
13,316
+4,254
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