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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.19%
+10,693
127
$263K 0.19%
+2,550
128
$263K 0.19%
+2,890
129
$262K 0.18%
+7,235
130
$240K 0.17%
+2,575
131
$233K 0.16%
+36,720
132
$228K 0.16%
+676
133
$227K 0.16%
+10,435
134
$226K 0.16%
+725
135
$225K 0.16%
+4,470
136
$224K 0.16%
+1,597
137
$224K 0.16%
+559
138
$221K 0.16%
+1,612
139
$207K 0.15%
+6,950
140
$207K 0.15%
+3,672
141
$204K 0.14%
+19,900
142
$203K 0.14%
+3,440
143
$185K 0.13%
+17,500
144
$163K 0.12%
+13,200
145
$162K 0.11%
+12,500
146
$157K 0.11%
+25,850
147
$154K 0.11%
+13,000
148
$120K 0.08%
+14,570
149
$68.4K 0.05%
+20,000
150
$36.6K 0.03%
+2,254
2 3 4 5
6