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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.46%
10,166
-30
52
$763K 0.44%
26,312
+4,409
53
$760K 0.44%
3,281
+441
54
$754K 0.44%
14,964
-1,842
55
$753K 0.44%
2,928
+395
56
$751K 0.44%
+7,854
57
$751K 0.44%
3,320
+4
58
$749K 0.44%
6,149
-186
59
$741K 0.43%
10,058
+1,037
60
$723K 0.42%
2,801
+430
61
$722K 0.42%
4,175
+612
62
$721K 0.42%
3,622
-54
63
$716K 0.42%
8,359
+704
64
$683K 0.4%
16,623
-594
65
$664K 0.39%
20,127
66
$660K 0.38%
3,592
+648
67
$647K 0.38%
22,244
+7,886
68
$645K 0.38%
10,000
69
$639K 0.37%
3,504
+130
70
$637K 0.37%
3,499
+309
71
$633K 0.37%
50,515
-754
72
$631K 0.37%
801
+1
73
$627K 0.36%
9,203
74
$624K 0.36%
4,560
+685
75
$622K 0.36%
7,048
+753
1 2
3
4 5