BB
Burford Brothers Portfolio holdings
AUM
$218M
1-Year Return
21.28%
This Quarter Return
+9.51%
1 Year Return
+21.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.65%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$13.4M |
| 2 |
Microsoft
MSFT
|
+$7.61M |
| 3 |
Tesla
TSLA
|
+$5.22M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$5.14M |
| 5 |
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% |
