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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.99%
+8,925
27
$1.38M 0.98%
+13,594
28
$1.25M 0.88%
+2,371
29
$1.23M 0.87%
+23,403
30
$1.15M 0.82%
+48,362
31
$1.12M 0.79%
+6,415
32
$1.05M 0.74%
+10,104
33
$1.03M 0.73%
+27,387
34
$996K 0.7%
+6,993
35
$978K 0.69%
+10,191
36
$978K 0.69%
+37,992
37
$949K 0.67%
+11,277
38
$937K 0.66%
+82,521
39
$911K 0.64%
+22,585
40
$900K 0.64%
+12,489
41
$879K 0.62%
+9,740
42
$855K 0.6%
+24,832
43
$841K 0.59%
+16,823
44
$836K 0.59%
+6,131
45
$822K 0.58%
+3,157
46
$801K 0.57%
+1,686
47
$761K 0.54%
+1,006
48
$744K 0.53%
+6,531
49
$744K 0.53%
+8,875
50
$728K 0.51%
+18,888
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