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
$152M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1,000K
3
+$991K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$984K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$701K

Top Sells

1
+$1.87M
2
+$711K
3
+$632K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$631K
5
RTX icon
RTX Corp
RTX
+$533K

Sector Composition

1 Technology 19.54%
2 Energy 9.24%
3 Consumer Discretionary 8.89%
4 Financials 8.84%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.49%
10,094
+2,871
52
$735K 0.48%
6,180
+1,624
53
$725K 0.48%
17,217
-321
54
$713K 0.47%
8,307
+1,753
55
$691K 0.45%
6,632
-624
56
$681K 0.45%
51,269
-1,014
57
$680K 0.45%
3,563
+188
58
$675K 0.44%
7,138
+418
59
$673K 0.44%
4,120
+106
60
$667K 0.44%
800
+14
61
$658K 0.43%
3,759
+63
62
$654K 0.43%
20,127
+2,695
63
$647K 0.42%
2,840
+243
64
$639K 0.42%
21,903
+2,304
65
$632K 0.41%
10,000
66
$630K 0.41%
2,431
+50
67
$625K 0.41%
7,655
-534
68
$622K 0.41%
+3,676
69
$620K 0.41%
6,748
+252
70
$607K 0.4%
6,720
-970
71
$604K 0.4%
18,406
-516
72
$602K 0.4%
9,021
+1,926
73
$599K 0.39%
+3,866
74
$592K 0.39%
+23,076
75
$587K 0.39%
4,590
+875
1 2
3
4 5