BB
Burford Brothers Portfolio holdings
AUM $218M
1-Year Return
21.28%
This Quarter Return
+8.42%
1 Year Return
+21.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$10.9M
(+7.7%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
35.83%
Holding
158
New
8
Increased
69
Reduced
42
Closed
9
Top Buys
| 1 |
Lockheed Martin
LMT
|
+$1.06M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
+$1,000K |
| 3 |
Johnson & Johnson
JNJ
|
+$991K |
| 4 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$984K |
| 5 |
Capital Group Short Duration Income ETF
CGSD
|
+$701K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$1.87M |
| 2 |
GE Aerospace
GE
|
+$1.38M |
| 3 |
Walt Disney
DIS
|
+$711K |
| 4 |
McDonald's
MCD
|
+$632K |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$631K |
Sector Composition
| 1 | Technology | 19.54% |
| 2 | Energy | 9.24% |
| 3 | Consumer Discretionary | 8.89% |
| 4 | Financials | 8.84% |
| 5 | Healthcare | 8.03% |
