BB
Burford Brothers Portfolio holdings
AUM
$234M
1-Year Est. Return
23.35%
1 Year Est. Return
+23.35%
AUM
$218M
AUM Growth
+$11.9M
(+5.8%)
Holding
174
Top Buys
| 1 | +$2.35M | |
| 2 | +$1.93M | |
| 3 | +$1.18M | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$1.15M |
| 5 |
Ambev
ABEV
|
+$1.1M |
Top Sells
| 1 | +$5.65M | |
| 2 | +$1.34M | |
| 3 | +$1.25M | |
| 4 |
Travelers Companies
TRV
|
+$955K |
| 5 |
EOG Resources
EOG
|
+$813K |
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Financials | 10.65% |
| 3 | Consumer Discretionary | 8.4% |
| 4 | Consumer Staples | 6.25% |
| 5 | Energy | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$166B
| $1.92M | 0.88% |
44,377
-3,306
|
|
||
27
NVIDIA
NVDA
$4.71T
| $1.8M | 0.83% |
11,407
-403
|
|
||
28
Coca-Cola
KO
$304B
| $1.73M | 0.79% |
24,405
|
|
||
29
Capital Group International Focus Equity ETF
CGXU
$4.33B
| $1.65M | 0.76% |
60,738
+1,423
|
|
||
30
Abbott
ABT
$221B
| $1.53M | 0.7% |
11,276
-2,159
|
|
||
31
Texas Instruments
TXN
$154B
| $1.53M | 0.7% |
7,361
-633
|
|
||
32
Caterpillar
CAT
$246B
| $1.51M | 0.69% |
3,882
-16
|
|
||
33
IBM
IBM
$296B
| $1.47M | 0.68% |
4,991
+95
|
|
||
34
Energy Transfer Partners
ET
$58.3B
| $1.41M | 0.65% |
77,773
+306
|
|
||
35
NextEra Energy
NEE
$172B
| $1.39M | 0.64% |
19,981
-7,615
|
|
||
36
Johnson & Johnson
JNJ
$451B
| $1.37M | 0.63% |
8,979
-8,183
|
|
||
37
Matador Resources
MTDR
$4.84B
| $1.31M | 0.6% |
27,543
+1,959
|
|
||
38
Capital Group Dividend Value ETF
CGDV
$22.7B
| $1.31M | 0.6% |
33,054
+10,840
|
|
||
39
Capital Group Core Balanced ETF
CGBL
$3.46B
| $1.3M | 0.6% |
38,845
+6,118
|
|
||
40
Chevron
CVX
$312B
| $1.3M | 0.6% |
9,062
+14
|
|
||
|
41
Ambev
ABEV
$34.3B
| $1.29M | 0.59% |
533,934
+455,129
|
|
||
42
American Express
AXP
$249B
| $1.2M | 0.55% |
3,748
+14
|
|
||
43
Omega Healthcare
OHI
$11.8B
| $1.18M | 0.54% |
+32,243
|
|
||
44
Cisco
CSCO
$283B
| $1.11M | 0.51% |
16,016
+11,977
|
|
||
45
McDonald's
MCD
$221B
| $1.1M | 0.51% |
3,767
+389
|
|
||
46
Philip Morris
PM
$233B
| $1.05M | 0.48% |
5,742
+9
|
|
||
47
Salesforce
CRM
$246B
| $1.02M | 0.47% |
3,731
+61
|
|
||
48
Enterprise Products Partners
EPD
$67.8B
| $1.01M | 0.46% |
32,671
+1,195
|
|
||
49
Rio Tinto
RIO
$117B
| $1.01M | 0.46% |
17,318
-1,453
|
|
||
50
Dorchester Minerals
DMLP
$1.19B
| $1.01M | 0.46% |
36,210
-5,862
|
|