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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
Janus Henderson
JHG
+$648K

Sector Composition

1 Technology 16.82%
2 Financials 11.09%
3 Consumer Discretionary 7.94%
4 Energy 7.21%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.87%
13,435
-1,545
27
$1.75M 0.85%
24,405
-35
28
$1.64M 0.79%
+5,778
29
$1.58M 0.77%
3,010
+107
30
$1.51M 0.73%
9,048
+24
31
$1.45M 0.7%
59,315
+2,107
32
$1.44M 0.7%
77,467
+26,573
33
$1.44M 0.7%
7,994
+19
34
$1.38M 0.67%
13,220
+6,377
35
$1.31M 0.63%
25,584
+1
36
$1.29M 0.62%
3,898
+185
37
$1.28M 0.62%
11,810
+1,278
38
$1.27M 0.61%
42,072
+12,800
39
$1.24M 0.6%
7,175
+83
40
$1.22M 0.59%
4,896
+211
41
$1.16M 0.56%
3,803
+658
42
$1.13M 0.55%
18,771
+3,950
43
$1.07M 0.52%
31,476
+1,147
44
$1.06M 0.51%
3,378
-7
45
$1.03M 0.5%
2,931
-106
46
$1.01M 0.49%
32,727
+5,075
47
$1M 0.49%
3,734
+109
48
$985K 0.48%
3,670
+273
49
$980K 0.48%
3,146
-19
50
$966K 0.47%
2,637
+5
1
2
3 4 5