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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
$244M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.41M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.32M
5
NFG icon
National Fuel Gas
NFG
+$1.09M

Top Sells

1
+$1.17M
2
+$733K
3
+$632K
4
CF icon
CF Industries
CF
+$601K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$596K

Sector Composition

1 Technology 16.98%
2 Financials 9.35%
3 Consumer Discretionary 8.06%
4 Energy 7.69%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSN icon
76
Tyson Foods
TSN
$19.8B
$794K 0.33%
12,390
+1,788
XLU icon
77
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$769K 0.32%
16,763
-1,887
BLK icon
78
Blackrock
BLK
$157B
$754K 0.31%
784
-2
PSX icon
79
Phillips 66
PSX
$72.9B
$752K 0.31%
4,128
+5
SBR
80
Sabine Royalty Trust
SBR
$1.14B
$750K 0.31%
10,000
UNH icon
81
UnitedHealth
UNH
$370B
$741K 0.3%
2,738
+363
GSST icon
82
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.52B
$739K 0.3%
14,617
+13
APH icon
83
Amphenol
APH
$184B
$730K 0.3%
+5,781
XLC icon
84
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$717K 0.29%
6,472
-142
F icon
85
Ford
F
$57B
$694K 0.28%
60,139
+485
XLK icon
86
State Street Technology Select Sector SPDR ETF
XLK
$115B
$689K 0.28%
5,185
-604
SBUX icon
87
Starbucks
SBUX
$113B
$673K 0.28%
7,509
+80
WSM icon
88
Williams-Sonoma
WSM
$24.4B
$665K 0.27%
3,648
-47
CGSD icon
89
Capital Group Short Duration Income ETF
CGSD
$2.29B
$661K 0.27%
25,617
+2,245
XLV icon
90
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$642K 0.26%
4,382
-16
GEHC icon
91
GE HealthCare
GEHC
$29B
$628K 0.26%
8,821
+290
BP icon
92
BP
BP
$111B
$628K 0.26%
13,352
PLTR icon
93
Palantir
PLTR
$312B
$625K 0.26%
4,276
+200
XLRE icon
94
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.04B
$620K 0.25%
15,196
+319
CRM icon
95
Salesforce
CRM
$140B
$620K 0.25%
3,323
+362
XLY icon
96
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$609K 0.25%
5,585
-305
NXRT
97
NexPoint Residential Trust
NXRT
$728M
$597K 0.24%
23,869
XLF icon
98
State Street Financial Select Sector SPDR ETF
XLF
$49B
$593K 0.24%
12,006
-762
HWM icon
99
Howmet Aerospace
HWM
$99.8B
$586K 0.24%
2,541
+3
PEP icon
100
PepsiCo
PEP
$197B
$531K 0.22%
3,416
+70
2 3
4
5 6