BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$980K
3
+$659K
4
IPG
Interpublic Group of Companies
IPG
+$469K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$409K

Top Sells

1
+$4.18M
2
+$1.36M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
VST icon
Vistra
VST
+$557K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.87%
46,064
+1,687
27
$1.93M 0.82%
12,534
+65
28
$1.88M 0.8%
3,933
+51
29
$1.87M 0.8%
63,004
+2,266
30
$1.66M 0.71%
8,960
-19
31
$1.6M 0.68%
24,132
-273
32
$1.59M 0.68%
37,735
+5,492
33
$1.58M 0.68%
11,806
+530
34
$1.43M 0.61%
5,074
+83
35
$1.41M 0.6%
40,651
+1,806
36
$1.39M 0.6%
81,155
+3,382
37
$1.38M 0.59%
32,820
-234
38
$1.35M 0.58%
7,363
+2
39
$1.25M 0.54%
3,773
+25
40
$1.25M 0.53%
27,210
41
$1.24M 0.53%
+3,625
42
$1.2M 0.51%
17,576
+1,560
43
$1.2M 0.51%
539,111
+5,177
44
$1.2M 0.51%
26,683
-860
45
$1.09M 0.47%
1,125
46
$1.08M 0.46%
2,653
+14
47
$1.06M 0.45%
11,850
+2,119
48
$1.05M 0.45%
32,195
+2,871
49
$1.04M 0.44%
33,195
+524
50
$1.03M 0.44%
3,400
-367
1
2
3 4 5