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
158
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
+$1.38M
3
+$711K
4
MCD icon
McDonald's
MCD
+$632K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$631K

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
$735K 0.48%
6,180
+1,624
52
$725K 0.48%
17,217
-321
53
$713K 0.47%
8,307
+1,753
54
$691K 0.45%
3,316
-312
55
$681K 0.45%
51,269
-1,014
56
$680K 0.45%
3,563
+188
57
$675K 0.44%
7,138
+418
58
$673K 0.44%
4,120
+106
59
$667K 0.44%
800
+14
60
$658K 0.43%
3,759
+63
61
$654K 0.43%
20,127
+2,695
62
$647K 0.42%
2,840
+243
63
$639K 0.42%
21,903
+2,304
64
$632K 0.41%
10,000
65
$630K 0.41%
2,431
+50
66
$625K 0.41%
7,655
-534
67
$622K 0.41%
+3,676
68
$620K 0.41%
3,374
+126
69
$607K 0.4%
6,720
-970
70
$604K 0.4%
9,203
-258
71
$602K 0.4%
9,021
+1,926
72
$599K 0.39%
+3,866
73
$592K 0.39%
+23,076
74
$587K 0.39%
4,590
+875
75
$585K 0.38%
6,295
-341
1 2
3
4 5