BB
Burford Brothers Portfolio holdings
AUM $218M
1-Year Return
21.28%
This Quarter Return
+8.03%
1 Year Return
+21.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$19.8M
(+12%)
Cap. Flow
+$7.76M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
40.79%
Holding
165
New
14
Increased
53
Reduced
48
Closed
8
Top Buys
| 1 |
Capital Group Core Equity ETF
CGUS
|
+$2.1M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$1.95M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$1.42M |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$1.32M |
| 5 |
Rio Tinto
RIO
|
+$1.1M |
Top Sells
| 1 |
Energy Transfer Partners
ET
|
+$1.3M |
| 2 |
Chevron
CVX
|
+$777K |
| 3 |
Hershey
HSY
|
+$660K |
| 4 |
United Parcel Service
UPS
|
+$624K |
| 5 |
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% |
