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
$204M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.45M
3
+$1.26M
4
EXC icon
Exelon
EXC
+$1.06M
5
DMLP icon
Dorchester Minerals
DMLP
+$976K

Top Sells

1
+$1.68M
2
+$1.42M
3
+$1.17M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.1M
5
PEG icon
Public Service Enterprise Group
PEG
+$925K

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 9.82%
3 Financials 9.43%
4 Healthcare 6.9%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$899K 0.44%
30,785
+9,373
52
$872K 0.43%
14,821
-651
53
$869K 0.43%
10,101
54
$865K 0.42%
27,652
+2,410
55
$847K 0.42%
31,063
-4,135
56
$825K 0.4%
3,165
+1
57
$816K 0.4%
796
-5
58
$808K 0.4%
31,505
-6,026
59
$800K 0.39%
9,344
+815
60
$786K 0.39%
1,134
+10
61
$776K 0.38%
8,845
-1,112
62
$768K 0.38%
5,831
+227
63
$757K 0.37%
15,075
-70
64
$749K 0.37%
5,446
+678
65
$737K 0.36%
7,613
+533
66
$737K 0.36%
6,123
+398
67
$734K 0.36%
3,156
+399
68
$733K 0.36%
9,683
+422
69
$733K 0.36%
120,136
+4,066
70
$732K 0.36%
20,765
+1,053
71
$720K 0.35%
14,892
+992
72
$707K 0.35%
+5,920
73
$689K 0.34%
7,890
+2,097
74
$679K 0.33%
7,444
+2,724
75
$674K 0.33%
3,561
+1
1 2
3
4 5