BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$980K
3
+$659K
4
IPG
Interpublic Group of Companies
IPG
+$469K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$409K

Top Sells

1
+$4.18M
2
+$1.36M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
VST icon
Vistra
VST
+$557K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.44%
+16,667
52
$1.02M 0.44%
15,504
-1,814
53
$975K 0.42%
2,823
-216
54
$960K 0.41%
2,812
55
$958K 0.41%
12,223
+1,123
56
$953K 0.41%
16,247
+1,471
57
$944K 0.4%
12,501
-7,480
58
$933K 0.4%
5,578
-25
59
$931K 0.4%
5,742
60
$925K 0.4%
33,336
-594
61
$915K 0.39%
785
62
$894K 0.38%
3,167
+17
63
$887K 0.38%
3,744
+13
64
$861K 0.37%
17,240
+5,412
65
$859K 0.37%
18,203
+1,289
66
$845K 0.36%
3,474
+144
67
$827K 0.35%
5,363
+387
68
$820K 0.35%
6,146
+654
69
$818K 0.35%
4,484
-168
70
$816K 0.35%
5,790
+548
71
$816K 0.35%
18,702
+488
72
$806K 0.34%
10,142
73
$784K 0.34%
6,622
+529
74
$776K 0.33%
24,069
75
$738K 0.32%
14,556
+63
1 2
3
4 5