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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
Janus Henderson
JHG
+$648K

Sector Composition

1 Technology 16.82%
2 Financials 11.09%
3 Consumer Discretionary 7.94%
4 Energy 7.21%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.23%
829
+157
102
$460K 0.22%
+895
103
$458K 0.22%
1,890
+6
104
$456K 0.22%
13,507
105
$434K 0.21%
1,839
+7
106
$430K 0.21%
4,352
+15
107
$427K 0.21%
2,478
-11
108
$410K 0.2%
6,726
+6
109
$410K 0.2%
8,718
+241
110
$403K 0.2%
794
+22
111
$402K 0.2%
4,759
+119
112
$395K 0.19%
2,652
113
$382K 0.19%
7,083
-607
114
$371K 0.18%
36,100
115
$359K 0.17%
5,231
-442
116
$349K 0.17%
3,157
117
$345K 0.17%
4,918
-1,258
118
$337K 0.16%
14,287
+64
119
$335K 0.16%
676
120
$329K 0.16%
2,536
+3
121
$317K 0.15%
+6,149
122
$305K 0.15%
21,400
123
$299K 0.14%
7,386
-268
124
$279K 0.14%
26,355
125
$274K 0.13%
3,534
-2
3 4
5
6 7