BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$980K
3
+$659K
4
IPG
Interpublic Group of Companies
IPG
+$469K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$409K

Top Sells

1
+$4.18M
2
+$1.36M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
VST icon
Vistra
VST
+$557K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$535K 0.23%
11,938
+360
102
$512K 0.22%
8,396
-202
103
$507K 0.22%
+18,165
104
$505K 0.22%
1,722
-1
105
$500K 0.21%
2,550
106
$492K 0.21%
3,379
-151
107
$484K 0.21%
3,444
+42
108
$467K 0.2%
4,081
-144
109
$460K 0.2%
13,352
110
$458K 0.2%
5,738
+736
111
$434K 0.19%
1,837
+2
112
$433K 0.18%
1,885
-1
113
$432K 0.18%
4,564
+14
114
$428K 0.18%
1,298
115
$406K 0.17%
2,412
116
$387K 0.17%
795
117
$380K 0.16%
14,453
+107
118
$373K 0.16%
36,100
119
$369K 0.16%
4,603
+204
120
$340K 0.15%
21,400
121
$336K 0.14%
2,652
122
$333K 0.14%
+7,850
123
$332K 0.14%
7,247
-58
124
$329K 0.14%
2,488
125
$323K 0.14%
6,383
+1,294
3 4
5
6 7