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
$204M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.45M
3
+$1.26M
4
EXC icon
Exelon
EXC
+$1.06M
5
DMLP icon
Dorchester Minerals
DMLP
+$976K

Top Sells

1
+$1.68M
2
+$1.42M
3
+$1.17M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.1M
5
PEG icon
Public Service Enterprise Group
PEG
+$925K

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 9.82%
3 Financials 9.43%
4 Healthcare 6.9%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.33%
2,431
77
$669K 0.33%
2,984
-154
78
$652K 0.32%
5,636
-59
79
$648K 0.32%
15,241
-2,626
80
$648K 0.32%
10,000
81
$643K 0.32%
2,809
+461
82
$641K 0.31%
2,140
+350
83
$639K 0.31%
12,645
+1,406
84
$621K 0.3%
10,815
+147
85
$612K 0.3%
3,983
+565
86
$604K 0.3%
14,848
+1,341
87
$571K 0.28%
57,659
+6,870
88
$570K 0.28%
6,779
+202
89
$550K 0.27%
27,210
90
$531K 0.26%
3,489
-185
91
$516K 0.25%
7,137
+87
92
$513K 0.25%
7,283
-2,796
93
$510K 0.25%
5,943
+926
94
$503K 0.25%
1,717
-1
95
$498K 0.24%
+1,741
96
$491K 0.24%
535
-23
97
$485K 0.24%
9,926
+341
98
$483K 0.24%
4,337
-50
99
$471K 0.23%
+10,936
100
$470K 0.23%
4,122
+2
2 3
4
5 6