We are live on ! Find out more
BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.41M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.32M
5
NFG icon
National Fuel Gas
NFG
+$1.09M

Top Sells

1
+$1.17M
2
+$733K
3
+$632K
4
CF icon
CF Industries
CF
+$601K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$596K

Sector Composition

1 Technology 16.98%
2 Financials 9.35%
3 Consumer Discretionary 8.06%
4 Energy 7.69%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.28T
$18.2M 7.44%
71,517
-136
CGUS icon
2
Capital Group Core Equity ETF
CGUS
$10.5B
$14M 5.76%
365,474
+11,056
VNLA icon
3
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
$11.3M 4.65%
231,872
+39,419
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.04T
$11.3M 4.62%
23,497
-66
TSLA icon
5
Tesla
TSLA
$1.43T
$8.27M 3.39%
22,258
-102
CGGR icon
6
Capital Group Growth ETF
CGGR
$22.8B
$8.26M 3.39%
205,582
+12,593
MSFT icon
7
Microsoft
MSFT
$2.95T
$7.49M 3.07%
20,227
+251
XOM icon
8
Exxon Mobil
XOM
$624B
$7M 2.87%
41,266
+385
CGGO icon
9
Capital Group Global Growth Equity ETF
CGGO
$10.7B
$5.47M 2.24%
164,024
+721
AMZN icon
10
Amazon
AMZN
$2.56T
$4.87M 2%
23,398
+350
TEVA icon
11
Teva Pharmaceuticals
TEVA
$39.1B
$4.41M 1.81%
146,370
-1,145
JNJ icon
12
Johnson & Johnson
JNJ
$574B
$3.8M 1.56%
15,556
+6,595
JPM icon
13
JPMorgan Chase
JPM
$828B
$3.78M 1.55%
12,863
-15
FSLR icon
14
First Solar
FSLR
$26.8B
$3.77M 1.55%
19,131
+51
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.31T
$3.63M 1.49%
12,657
-39
GEV icon
16
GE Vernova
GEV
$233B
$3.37M 1.38%
3,860
+2
GE icon
17
GE Aerospace
GE
$333B
$3.36M 1.38%
11,856
+50
META icon
18
Meta Platforms (Facebook)
META
$1.45T
$3.32M 1.36%
5,802
+181
WMT icon
19
Walmart Inc
WMT
$960B
$2.95M 1.21%
23,761
+199
VST icon
20
Vistra
VST
$46.7B
$2.9M 1.19%
19,284
+185
CAT icon
21
Caterpillar
CAT
$394B
$2.85M 1.17%
4,025
+33
MO icon
22
Altria Group
MO
$122B
$2.69M 1.1%
40,824
-9,823
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$757B
$2.58M 1.06%
3,971
-876
CGBL icon
24
Capital Group Core Balanced ETF
CGBL
$6.51B
$2.46M 1.01%
71,419
+3,003
ABBV icon
25
AbbVie
ABBV
$397B
$2.33M 0.96%
10,714
+69
1
2 3 4 5