BB
Burford Brothers Portfolio holdings
AUM
$218M
1-Year Return
21.28%
This Quarter Return
+9.73%
1 Year Return
+21.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$11.9M
(+5.8%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
174
New
16
Increased
61
Reduced
64
Closed
13
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.35M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93M |
| 3 |
Omega Healthcare
OHI
|
+$1.18M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$1.15M |
| 5 |
Ambev
ABEV
|
+$1.1M |
Top Sells
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$5.65M |
| 2 |
Progressive
PGR
|
+$1.34M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.25M |
| 4 |
Travelers Companies
TRV
|
+$955K |
| 5 |
EOG Resources
EOG
|
+$813K |
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Financials | 10.65% |
| 3 | Consumer Discretionary | 8.4% |
| 4 | Consumer Staples | 6.25% |
| 5 | Energy | 6.19% |
