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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.91%
24,467
+150
27
$1.51M 0.88%
36,535
+6,738
28
$1.47M 0.85%
10,303
-29
29
$1.46M 0.85%
6,565
+415
30
$1.45M 0.84%
56,365
+3,288
31
$1.39M 0.81%
2,731
+187
32
$1.35M 0.78%
12,955
+9,708
33
$1.26M 0.73%
2,693
+360
34
$1.17M 0.68%
25,762
+3,436
35
$1.16M 0.68%
9,413
+2,693
36
$1.15M 0.67%
1,125
+44
37
$1.11M 0.65%
3,338
+1,752
38
$1.01M 0.59%
6,836
-138
39
$999K 0.58%
11,189
+2,882
40
$989K 0.57%
3,164
41
$975K 0.57%
38,383
+87
42
$959K 0.56%
24,282
-550
43
$959K 0.56%
35,608
-777
44
$928K 0.54%
12,120
+163
45
$916K 0.53%
2,661
-1,552
46
$897K 0.52%
6,155
+357
47
$888K 0.52%
7,056
+2,466
48
$865K 0.5%
3,393
-31
49
$855K 0.5%
9,383
+774
50
$829K 0.48%
3,159
1
2
3 4 5