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
$152M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1,000K
3
+$991K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$984K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$701K

Top Sells

1
+$1.87M
2
+$1.38M
3
+$711K
4
MCD icon
McDonald's
MCD
+$632K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$631K

Sector Composition

1 Technology 19.54%
2 Energy 9.24%
3 Consumer Discretionary 8.89%
4 Financials 8.84%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.38%
1,586
+4
77
$576K 0.38%
3,875
+613
78
$574K 0.38%
2,371
+70
79
$573K 0.38%
2,944
-319
80
$567K 0.37%
5,812
-5,465
81
$526K 0.35%
5,740
82
$521K 0.34%
2,531
+30
83
$509K 0.33%
13,507
+8
84
$499K 0.33%
75,665
+1,427
85
$491K 0.32%
12,411
-15
86
$488K 0.32%
6,841
-869
87
$481K 0.32%
3,190
+216
88
$481K 0.32%
3,933
-5,807
89
$479K 0.31%
3,110
90
$473K 0.31%
1,631
+249
91
$472K 0.31%
+15,855
92
$470K 0.31%
3,851
+947
93
$469K 0.31%
14,358
+2,127
94
$451K 0.3%
1,832
95
$439K 0.29%
3,453
+3
96
$438K 0.29%
1,669
-146
97
$436K 0.29%
8,456
-518
98
$433K 0.28%
26,005
+2,648
99
$430K 0.28%
6,385
-346
100
$429K 0.28%
1,717
+58
2 3
4
5 6