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
$152M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1,000K
3
+$991K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$984K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$701K

Top Sells

1
+$1.87M
2
+$1.38M
3
+$711K
4
MCD icon
McDonald's
MCD
+$632K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$631K

Sector Composition

1 Technology 19.54%
2 Energy 9.24%
3 Consumer Discretionary 8.89%
4 Financials 8.84%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.9%
19,799
+911
27
$1.37M 0.9%
53,077
+4,715
28
$1.33M 0.87%
10,332
+228
29
$1.26M 0.83%
2,544
+173
30
$1.25M 0.82%
29,797
+2,410
31
$1.24M 0.81%
6,974
-19
32
$1.13M 0.74%
39,407
+1,415
33
$1.06M 0.7%
+2,333
34
$1.05M 0.69%
1,081
+75
35
$984K 0.65%
+36,385
36
$974K 0.64%
22,326
-259
37
$973K 0.64%
38,296
+27,603
38
$965K 0.63%
3,424
-2,243
39
$932K 0.61%
10,196
+5
40
$913K 0.6%
11,957
-532
41
$900K 0.59%
3,164
-1,737
42
$882K 0.58%
3,159
+2
43
$857K 0.56%
5,798
-333
44
$846K 0.56%
16,806
-17
45
$813K 0.53%
8,609
-266
46
$799K 0.52%
24,832
47
$798K 0.52%
6,335
-196
48
$784K 0.51%
3,961
+1,623
49
$763K 0.5%
2,533
+172
50
$739K 0.49%
10,094
+2,871
1
2
3 4 5