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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.26%
+3,382
102
$367K 0.26%
+36,100
103
$367K 0.26%
+6,394
104
$349K 0.25%
+6,798
105
$345K 0.24%
+3,133
106
$341K 0.24%
+4,995
107
$331K 0.23%
+16,664
108
$330K 0.23%
+749
109
$326K 0.23%
+11,311
110
$320K 0.23%
+2,489
111
$319K 0.23%
+1,591
112
$313K 0.22%
+546
113
$313K 0.22%
+2,904
114
$312K 0.22%
+4,041
115
$311K 0.22%
+1,884
116
$304K 0.21%
+11,570
117
$295K 0.21%
+5,481
118
$290K 0.21%
+440
119
$288K 0.2%
+13,971
120
$286K 0.2%
+7,788
121
$284K 0.2%
+26,355
122
$276K 0.2%
+674
123
$275K 0.19%
+22,600
124
$273K 0.19%
+3,776
125
$273K 0.19%
+97,500
2 3 4
5
6