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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$412K 0.24%
8,860
-248
102
$410K 0.24%
1,717
103
$388K 0.23%
3,903
-30
104
$380K 0.22%
5,687
-698
105
$374K 0.22%
36,100
106
$371K 0.22%
4,766
+473
107
$366K 0.21%
1,884
108
$366K 0.21%
672
109
$345K 0.2%
12,865
110
$344K 0.2%
772
111
$343K 0.2%
531
-8
112
$341K 0.2%
2,489
113
$331K 0.19%
3,110
114
$331K 0.19%
11,822
-50
115
$318K 0.18%
22,600
116
$313K 0.18%
14,031
117
$312K 0.18%
3,826
+15
118
$310K 0.18%
12,190
-10,886
119
$301K 0.17%
676
-1
120
$298K 0.17%
7,788
121
$295K 0.17%
2,681
+23
122
$291K 0.17%
26,355
123
$285K 0.17%
1,404
+137
124
$284K 0.17%
11,472
-98
125
$282K 0.16%
6,798
3 4
5
6 7