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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
$244M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.41M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.32M
5
NFG icon
National Fuel Gas
NFG
+$1.09M

Top Sells

1
+$1.17M
2
+$733K
3
+$632K
4
CF icon
CF Industries
CF
+$601K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$596K

Sector Composition

1 Technology 16.98%
2 Financials 9.35%
3 Consumer Discretionary 8.06%
4 Energy 7.69%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKE icon
51
Buckle
BKE
$2.28B
$1.06M 0.44%
21,122
+4,684
RTX icon
52
RTX Corp
RTX
$239B
$1.06M 0.44%
5,505
-73
MCD icon
53
McDonald's
MCD
$201B
$1.06M 0.43%
3,409
+8
BKH icon
54
Black Hills Corp
BKH
$5.48B
$1.05M 0.43%
15,120
+2,437
TLT icon
55
iShares 20+ Year Treasury Bond ETF
TLT
$40.7B
$1.05M 0.43%
12,055
+284
TGT icon
56
Target
TGT
$58.1B
$1.04M 0.43%
8,570
+885
TSM icon
57
TSMC
TSM
$2.12T
$991K 0.41%
2,932
+183
XLE icon
58
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$971K 0.4%
15,858
+464
PM icon
59
Philip Morris
PM
$285B
$948K 0.39%
5,733
-1
RIO icon
60
Rio Tinto
RIO
$161B
$925K 0.38%
9,917
-4,054
BHP icon
61
BHP
BHP
$211B
$919K 0.38%
12,628
+551
GD icon
62
General Dynamics
GD
$92.2B
$912K 0.37%
2,658
-499
OZK icon
63
Bank OZK
OZK
$5.57B
$903K 0.37%
19,688
+3,804
KT icon
64
KT
KT
$8.84B
$901K 0.37%
+42,019
XLP icon
65
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$888K 0.36%
10,838
-1,392
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.35T
$879K 0.36%
3,056
-277
HD icon
67
Home Depot
HD
$318B
$866K 0.36%
2,634
-19
XLI icon
68
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$860K 0.35%
5,319
-46
CF icon
69
CF Industries
CF
$16.8B
$847K 0.35%
6,527
-5,890
CGMS icon
70
Capital Group US Multi-Sector Income ETF
CGMS
$4.92B
$843K 0.35%
30,956
+414
SNA icon
71
Snap-on
SNA
$19.6B
$810K 0.33%
2,231
+413
DMLP icon
72
Dorchester Minerals
DMLP
$1.32B
$810K 0.33%
29,896
-6,254
QCOM icon
73
Qualcomm
QCOM
$202B
$806K 0.33%
6,262
+2,103
CB icon
74
Chubb
CB
$128B
$805K 0.33%
2,470
+37
V icon
75
Visa
V
$614B
$804K 0.33%
2,659
-30
1 2
3
4 5