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
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.95M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.32M
5
RIO icon
Rio Tinto
RIO
+$1.1M

Top Sells

1
+$1.3M
2
+$777K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$590K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$897K 0.47%
10,813
-1,307
52
$869K 0.45%
7,073
+17
53
$869K 0.45%
3,159
54
$864K 0.45%
29,692
+3,380
55
$833K 0.43%
9,957
+2,253
56
$802K 0.42%
8,362
+508
57
$790K 0.41%
3,099
+180
58
$784K 0.41%
+25,242
59
$767K 0.4%
15,145
+181
60
$761K 0.4%
801
61
$759K 0.4%
5,604
-545
62
$749K 0.39%
8,529
-854
63
$748K 0.39%
9,261
+58
64
$734K 0.38%
4,768
-1,387
65
$725K 0.38%
116,070
+16,059
66
$721K 0.38%
44,921
-81,064
67
$718K 0.37%
19,712
-415
68
$713K 0.37%
21,412
+2,960
69
$701K 0.37%
2,431
70
$695K 0.36%
5,725
-15
71
$690K 0.36%
5,695
72
$680K 0.35%
+17,867
73
$679K 0.35%
+10,079
74
$671K 0.35%
+11,239
75
$651K 0.34%
1,790
-67
1 2
3
4 5