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
$152M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1,000K
3
+$991K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$984K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$701K

Top Sells

1
+$1.87M
2
+$1.38M
3
+$711K
4
MCD icon
McDonald's
MCD
+$632K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$631K

Sector Composition

1 Technology 19.54%
2 Energy 9.24%
3 Consumer Discretionary 8.89%
4 Financials 8.84%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.27%
27,210
-630
102
$413K 0.27%
9,108
-1,175
103
$398K 0.26%
6,773
+1,292
104
$390K 0.26%
4,293
+252
105
$389K 0.26%
539
-7
106
$377K 0.25%
36,100
107
$369K 0.24%
3,247
+114
108
$369K 0.24%
6,798
109
$361K 0.24%
1,884
110
$352K 0.23%
672
-1,014
111
$347K 0.23%
+12,865
112
$342K 0.22%
2,489
113
$335K 0.22%
457
+17
114
$333K 0.22%
5,774
+779
115
$329K 0.22%
11,872
+561
116
$328K 0.22%
772
+23
117
$327K 0.21%
3,479
+97
118
$321K 0.21%
2,658
+108
119
$315K 0.21%
14,031
+60
120
$306K 0.2%
3,811
-2,100
121
$302K 0.2%
22,600
122
$301K 0.2%
7,788
123
$288K 0.19%
26,355
124
$285K 0.19%
7,236
+1
125
$270K 0.18%
677
+1
3 4
5
6 7