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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
Janus Henderson
JHG
+$648K

Sector Composition

1 Technology 16.82%
2 Financials 11.09%
3 Consumer Discretionary 7.94%
4 Energy 7.21%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.13%
10,678
+114
127
$270K 0.13%
773
+47
128
$265K 0.13%
+8,557
129
$259K 0.13%
879
130
$258K 0.13%
3,805
-17
131
$258K 0.13%
2,508
-173
132
$257K 0.13%
3,570
133
$254K 0.12%
+11,333
134
$254K 0.12%
11,472
135
$254K 0.12%
1,271
+31
136
$249K 0.12%
4,039
+63
137
$234K 0.11%
499
138
$223K 0.11%
1,330
+169
139
$223K 0.11%
1,009
+5
140
$218K 0.11%
3,427
+6
141
$212K 0.1%
1,612
142
$212K 0.1%
4,789
143
$212K 0.1%
+2,058
144
$208K 0.1%
34,470
145
$205K 0.1%
3,110
146
$203K 0.1%
19,900
147
$201K 0.1%
428
+8
148
$190K 0.09%
17,500
149
$184K 0.09%
78,805
+1,120
150
$174K 0.08%
13,200
3 4 5
6
7