BB

Burford Brothers Portfolio holdings

AUM $244M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$980K
3
+$659K
4
IPG
Interpublic Group of Companies
IPG
+$469K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$409K

Top Sells

1
+$4.18M
2
+$1.36M
3
+$1.01M
4
KT icon
KT
KT
+$780K
5
VST icon
Vistra
VST
+$557K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.14%
6,149
127
$318K 0.14%
1,015
+3
128
$318K 0.14%
3,163
129
$315K 0.13%
1,301
+72
130
$313K 0.13%
2,058
131
$303K 0.13%
6,724
-7
132
$303K 0.13%
678
-2
133
$296K 0.13%
11,472
134
$290K 0.12%
+2,871
135
$287K 0.12%
22,850
136
$280K 0.12%
26,355
137
$280K 0.12%
27,625
138
$279K 0.12%
22,730
139
$277K 0.12%
28,650
140
$275K 0.12%
3,525
-45
141
$274K 0.12%
3,115
+1
142
$270K 0.12%
+4,716
143
$268K 0.11%
773
+1
144
$259K 0.11%
431
+3
145
$256K 0.11%
10,029
-675
146
$242K 0.1%
4,789
147
$241K 0.1%
883
+1
148
$238K 0.1%
10,483
-284
149
$237K 0.1%
3,786
-6
150
$226K 0.1%
+4,444
3 4 5
6
7