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
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.95M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.32M
5
RIO icon
Rio Tinto
RIO
+$1.1M

Top Sells

1
+$1.3M
2
+$777K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$590K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.16%
3,418
+3
127
$300K 0.16%
26,355
128
$282K 0.15%
3,822
129
$277K 0.14%
726
130
$261K 0.14%
877
-1,924
131
$254K 0.13%
2,533
-105
132
$253K 0.13%
519
133
$250K 0.13%
1,134
-270
134
$243K 0.13%
8,850
-4,015
135
$241K 0.13%
2,575
136
$237K 0.12%
974
-1,627
137
$236K 0.12%
34,470
138
$223K 0.12%
3,570
-60
139
$217K 0.11%
17,500
140
$217K 0.11%
19,900
141
$212K 0.11%
1,612
142
$211K 0.11%
+3,958
143
$210K 0.11%
200
144
$210K 0.11%
7,236
145
$208K 0.11%
+499
146
$207K 0.11%
84,786
-9,347
147
$203K 0.11%
+2,652
148
$200K 0.1%
+1,160
149
$182K 0.1%
13,200
150
$180K 0.09%
12,500
3 4 5
6
7