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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.49%
+3,628
52
$677K 0.48%
+10,000
53
$664K 0.47%
+6,720
54
$659K 0.47%
+17,538
55
$638K 0.45%
+786
56
$637K 0.45%
+52,283
57
$630K 0.45%
+2,301
58
$628K 0.44%
+3,696
59
$621K 0.44%
+2,361
60
$608K 0.43%
+3,263
61
$599K 0.42%
+9,461
62
$595K 0.42%
+8,189
63
$590K 0.42%
+74,238
64
$585K 0.41%
+7,223
65
$581K 0.41%
+3,248
66
$568K 0.4%
+6,636
67
$552K 0.39%
+3,375
68
$541K 0.38%
+6,554
69
$540K 0.38%
+5,740
70
$538K 0.38%
+2,381
71
$534K 0.38%
+4,014
72
$528K 0.37%
+4,556
73
$520K 0.37%
+17,432
74
$516K 0.37%
+19,599
75
$513K 0.36%
+3,262
1 2
3
4 5