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
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.95M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.32M
5
RIO icon
Rio Tinto
RIO
+$1.1M

Top Sells

1
+$1.3M
2
+$777K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$590K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.86%
7,970
-2,854
27
$1.52M 0.79%
13,360
+405
28
$1.52M 0.79%
56,243
-122
29
$1.45M 0.75%
3,695
+357
30
$1.42M 0.74%
+12,869
31
$1.34M 0.7%
26,346
+584
32
$1.3M 0.68%
8,803
-5,277
33
$1.27M 0.66%
25,626
-1,262
34
$1.26M 0.66%
7,081
+516
35
$1.2M 0.63%
10,101
-202
36
$1.17M 0.61%
10,455
-734
37
$1.14M 0.6%
9,425
+12
38
$1.1M 0.57%
+15,472
39
$1.08M 0.56%
2,666
+5
40
$1.07M 0.56%
24,257
-25
41
$1.06M 0.55%
6,790
-46
42
$1.03M 0.54%
3,385
-8
43
$1.02M 0.53%
3,164
44
$1.02M 0.53%
4,612
+437
45
$997K 0.52%
3,676
+395
46
$980K 0.51%
35,198
-410
47
$972K 0.51%
37,531
-852
48
$937K 0.49%
1,124
-1
49
$925K 0.48%
10,363
+305
50
$901K 0.47%
3,291
+363
1
2
3 4 5