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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
$244M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.41M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.32M
5
NFG icon
National Fuel Gas
NFG
+$1.09M

Top Sells

1
+$1.17M
2
+$733K
3
+$632K
4
CF icon
CF Industries
CF
+$601K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$596K

Sector Composition

1 Technology 16.98%
2 Financials 9.35%
3 Consumer Discretionary 8.06%
4 Energy 7.69%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$156B
$336K 0.14%
3,270
-61
USCI icon
127
US Commodity Index
USCI
$368M
$334K 0.14%
3,501
-24
DIS icon
128
Walt Disney
DIS
$171B
$326K 0.13%
3,386
+9
MINT icon
129
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$322K 0.13%
+3,197
MUNI icon
130
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$321K 0.13%
6,149
SPGI icon
131
S&P Global
SPGI
$125B
$319K 0.13%
749
-45
ISRG icon
132
Intuitive Surgical
ISRG
$146B
$315K 0.13%
684
+7
PFE icon
133
Pfizer
PFE
$148B
$312K 0.13%
11,102
+310
SCHD icon
134
Schwab US Dividend Equity ETF
SCHD
$95.5B
$297K 0.12%
+9,693
VGK icon
135
Vanguard FTSE Europe ETF
VGK
$29.6B
$295K 0.12%
3,584
-2,107
ETY icon
136
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$295K 0.12%
21,400
IEMG icon
137
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$292K 0.12%
4,181
-3,995
PHM icon
138
Pultegroup
PHM
$22.7B
$290K 0.12%
2,463
-25
NEAR icon
139
iShares Short Maturity Bond ETF
NEAR
$4.57B
$287K 0.12%
+5,654
LMT icon
140
Lockheed Martin
LMT
$122B
$286K 0.12%
+474
HAL icon
141
Halliburton
HAL
$33.7B
$283K 0.12%
7,261
+18
KORP icon
142
American Century Diversified Corporate Bond ETF
KORP
$809M
$283K 0.12%
+6,065
PFN
143
PIMCO Income Strategy Fund II
PFN
$669M
$281K 0.12%
+40,760
NZF icon
144
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$278K 0.11%
22,850
CGMU icon
145
Capital Group Municipal Income ETF
CGMU
$6.16B
$277K 0.11%
10,196
CGSM icon
146
Capital Group Short Duration Municipal Income ETF
CGSM
$1.21B
$274K 0.11%
+10,440
BTC
147
Grayscale Bitcoin Mini Trust ETF
BTC
$3.32B
$267K 0.11%
8,908
+3,093
IWM icon
148
iShares Russell 2000 ETF
IWM
$78.5B
$260K 0.11%
1,049
-240
ENB icon
149
Enbridge
ENB
$124B
$259K 0.11%
4,789
EWJ icon
150
iShares MSCI Japan ETF
EWJ
$21.1B
$254K 0.1%
3,004
-1,564
4 5
6
7 8