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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
Janus Henderson
JHG
+$648K

Sector Composition

1 Technology 16.82%
2 Financials 11.09%
3 Consumer Discretionary 7.94%
4 Energy 7.21%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$700K 0.34%
7,694
-196
77
$700K 0.34%
10,081
-20
78
$688K 0.33%
9,459
+2,322
79
$685K 0.33%
+8,996
80
$678K 0.33%
7,031
-582
81
$675K 0.33%
10,000
82
$658K 0.32%
13,203
-1,689
83
$650K 0.32%
8,054
+2,676
84
$649K 0.31%
3,219
+410
85
$649K 0.31%
4,223
+240
86
$609K 0.3%
+15,553
87
$603K 0.29%
2,334
+593
88
$595K 0.29%
2,884
-272
89
$584K 0.28%
58,220
+561
90
$568K 0.28%
11,706
+1,780
91
$565K 0.27%
13,509
-1,339
92
$565K 0.27%
2,860
-124
93
$558K 0.27%
7,582
+1,639
94
$551K 0.27%
3,565
+4
95
$539K 0.26%
6,265
-514
96
$526K 0.26%
1,721
+4
97
$512K 0.25%
542
+7
98
$508K 0.25%
3,390
-99
99
$507K 0.25%
4,103
-19
100
$491K 0.24%
4,674
+160
2 3
4
5 6