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
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.95M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.32M
5
RIO icon
Rio Tinto
RIO
+$1.1M

Top Sells

1
+$1.3M
2
+$777K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$590K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.33%
7,080
-1,279
77
$635K 0.33%
10,668
+1,657
78
$634K 0.33%
6,577
-471
79
$630K 0.33%
13,900
-2,723
80
$629K 0.33%
3,138
-366
81
$625K 0.33%
3,674
-3
82
$622K 0.32%
2,757
-563
83
$616K 0.32%
10,000
84
$614K 0.32%
19,410
-2,834
85
$604K 0.32%
+3,506
86
$603K 0.31%
13,507
-494
87
$595K 0.31%
9,585
+1,567
88
$590K 0.31%
3,560
+61
89
$581K 0.3%
3,418
-204
90
$575K 0.3%
+7,050
91
$568K 0.3%
5,793
-297
92
$565K 0.29%
27,210
93
$542K 0.28%
4,120
94
$536K 0.28%
50,789
+274
95
$518K 0.27%
+5,017
96
$495K 0.26%
558
-1
97
$490K 0.26%
2,348
-228
98
$484K 0.25%
5,157
+391
99
$475K 0.25%
1,718
+1
100
$469K 0.24%
4,457
+4
2 3
4
5 6