BB

Burford Brothers Portfolio holdings

AUM $242M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.94M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.02M

Top Sells

1
+$1.3M
2
+$785K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$574K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$460K 0.24%
4,720
-5,446
102
$452K 0.24%
1,832
103
$424K 0.22%
13,507
104
$422K 0.22%
4,387
+484
105
$400K 0.21%
2,489
106
$399K 0.21%
772
107
$397K 0.21%
8,860
108
$396K 0.21%
5,575
-112
109
$391K 0.2%
36,100
110
$386K 0.2%
672
111
$385K 0.2%
2,681
112
$378K 0.2%
1,884
113
$372K 0.19%
6,488
-1,822
114
$352K 0.18%
6,798
115
$345K 0.18%
7,788
116
$342K 0.18%
11,822
117
$339K 0.18%
14,157
+126
118
$338K 0.18%
3,524
+324
119
$332K 0.17%
676
120
$329K 0.17%
3,157
121
$323K 0.17%
11,472
122
$314K 0.16%
11,890
-300
123
$314K 0.16%
4,388
-2,328
124
$314K 0.16%
21,400
-1,200
125
$310K 0.16%
3,110
3 4
5
6 7