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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.16%
3,157
+267
127
$280K 0.16%
3,200
-492
128
$277K 0.16%
10,435
129
$257K 0.15%
3,415
-64
130
$250K 0.15%
3,822
+46
131
$249K 0.14%
+519
132
$246K 0.14%
2,575
133
$244K 0.14%
7,236
134
$234K 0.14%
1,612
135
$226K 0.13%
3,630
-42
136
$219K 0.13%
34,470
-2,250
137
$217K 0.13%
726
138
$210K 0.12%
+200
139
$205K 0.12%
+2,638
140
$204K 0.12%
19,900
141
$203K 0.12%
64,335
+37,378
142
$203K 0.12%
17,500
143
$193K 0.11%
94,133
-2,472
144
$180K 0.1%
13,200
145
$177K 0.1%
12,500
146
$162K 0.09%
+10,000
147
$161K 0.09%
13,000
148
$160K 0.09%
25,850
149
$113K 0.07%
13,070
150
$75.6K 0.04%
20,000
3 4 5
6
7