BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$980K
3
+$659K
4
IPG
Interpublic Group of Companies
IPG
+$469K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$409K

Top Sells

1
+$4.18M
2
+$1.36M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
VST icon
Vistra
VST
+$557K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$734K 0.31%
2,064
+420
77
$713K 0.31%
6,053
+389
78
$709K 0.3%
59,240
+465
79
$706K 0.3%
5,888
+632
80
$699K 0.3%
26,924
-807
81
$693K 0.3%
6,269
-12,376
82
$689K 0.29%
7,678
+29
83
$687K 0.29%
12,757
+834
84
$687K 0.29%
2,435
-1
85
$684K 0.29%
15,322
+1,712
86
$675K 0.29%
12,107
+219
87
$667K 0.29%
13,086
+325
88
$667K 0.29%
22,643
+351
89
$648K 0.28%
15,373
+567
90
$647K 0.28%
8,615
+99
91
$642K 0.27%
11,832
-412
92
$636K 0.27%
1,835
+205
93
$632K 0.27%
7,467
+25
94
$610K 0.26%
4,382
+115
95
$580K 0.25%
7,540
+1,468
96
$561K 0.24%
4,121
+41
97
$559K 0.24%
10,081
-745
98
$553K 0.24%
903
+6
99
$548K 0.23%
592
+74
100
$544K 0.23%
8,246
+1,513
2 3
4
5 6