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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
Janus Henderson
JHG
+$648K

Sector Composition

1 Technology 16.82%
2 Financials 11.09%
3 Consumer Discretionary 7.94%
4 Energy 7.21%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.47%
24,257
52
$959K 0.47%
35,116
+4,053
53
$955K 0.46%
+3,613
54
$952K 0.46%
29,187
-1,598
55
$912K 0.44%
+8,252
56
$910K 0.44%
5,733
-390
57
$898K 0.44%
10,999
-2,025
58
$823K 0.4%
+46,486
59
$820K 0.4%
27,210
60
$813K 0.39%
6,340
-1,129
61
$810K 0.39%
+7,005
62
$792K 0.38%
22,214
+1,449
63
$777K 0.38%
12,179
+1,364
64
$762K 0.37%
29,507
-1,998
65
$761K 0.37%
8,147
-1,197
66
$758K 0.37%
801
+5
67
$753K 0.37%
1,136
+2
68
$743K 0.36%
5,606
-30
69
$735K 0.36%
2,433
+2
70
$733K 0.36%
7,473
+29
71
$728K 0.35%
14,396
-679
72
$727K 0.35%
5,547
-284
73
$720K 0.35%
4,929
-517
74
$710K 0.34%
9,007
-676
75
$702K 0.34%
2,436
+1,337
1 2
3
4 5