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
$204M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.45M
3
+$1.26M
4
EXC icon
Exelon
EXC
+$1.06M
5
DMLP icon
Dorchester Minerals
DMLP
+$976K

Top Sells

1
+$1.68M
2
+$1.42M
3
+$1.17M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.1M
5
PEG icon
Public Service Enterprise Group
PEG
+$925K

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 9.82%
3 Financials 9.43%
4 Healthcare 6.9%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.75%
24,440
+1
27
$1.5M 0.73%
7,975
+5
28
$1.47M 0.72%
2,903
+8
29
$1.44M 0.71%
25,583
-43
30
$1.41M 0.69%
10,532
+1,107
31
$1.41M 0.69%
57,208
+965
32
$1.35M 0.66%
3,713
+18
33
$1.31M 0.64%
9,024
+221
34
$1.29M 0.64%
8,948
-7,621
35
$1.26M 0.62%
+10,617
36
$1.14M 0.56%
3,397
+106
37
$1.08M 0.53%
3,625
-51
38
$1.06M 0.52%
+28,236
39
$1.03M 0.51%
3,145
+46
40
$1.03M 0.51%
4,685
+73
41
$1.02M 0.5%
2,632
-34
42
$1.02M 0.5%
13,024
+2,211
43
$1.01M 0.5%
24,257
44
$997K 0.49%
50,894
+5,973
45
$981K 0.48%
3,385
46
$976K 0.48%
+29,272
47
$960K 0.47%
3,037
-122
48
$951K 0.47%
30,329
+637
49
$925K 0.45%
6,843
+53
50
$916K 0.45%
7,469
+396
1
2
3 4 5