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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.35%
+12,426
77
$495K 0.35%
+7,710
78
$487K 0.34%
+2,597
79
$478K 0.34%
+2,501
80
$478K 0.34%
+13,499
81
$468K 0.33%
+1,582
82
$455K 0.32%
+3,110
83
$454K 0.32%
+8,974
84
$453K 0.32%
+4,050
85
$450K 0.32%
+1,832
86
$449K 0.32%
+3,715
87
$434K 0.31%
+6,731
88
$434K 0.31%
+7,095
89
$423K 0.3%
+23,357
90
$421K 0.3%
+1,382
91
$419K 0.3%
+27,840
92
$415K 0.29%
+2,974
93
$415K 0.29%
+5,911
94
$408K 0.29%
+1,815
95
$407K 0.29%
+2,338
96
$400K 0.28%
+3,450
97
$399K 0.28%
+12,231
98
$386K 0.27%
+1,659
99
$381K 0.27%
+7,690
100
$369K 0.26%
+10,283
2 3
4
5 6