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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.36%
2,431
77
$606K 0.35%
3,677
-82
78
$586K 0.34%
+7,704
79
$582K 0.34%
5,740
80
$582K 0.34%
4,120
81
$572K 0.33%
5,695
-117
82
$559K 0.33%
2,601
+70
83
$559K 0.32%
6,090
-1,048
84
$553K 0.32%
+2,576
85
$553K 0.32%
100,011
+24,346
86
$547K 0.32%
3,952
+86
87
$538K 0.31%
14,001
+1,590
88
$534K 0.31%
1,857
+226
89
$528K 0.31%
18,452
+2,597
90
$515K 0.3%
9,011
+2,238
91
$509K 0.3%
4,453
+1,000
92
$501K 0.29%
+2,919
93
$493K 0.29%
4,271
+420
94
$488K 0.28%
13,507
95
$477K 0.28%
27,210
96
$475K 0.28%
559
+102
97
$458K 0.27%
6,716
-125
98
$458K 0.27%
8,018
+2,244
99
$445K 0.26%
8,310
-146
100
$415K 0.24%
1,832
2 3
4
5 6