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
$234M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.03M
3 +$661K
4
IPG icon
Interpublic Group of Companies
IPG
+$507K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$421K

Top Sells

1 +$4.19M
2 +$1.37M
3 +$1.01M
4
KT icon
KT
KT
+$780K
5
NEE icon
NextEra Energy
NEE
+$565K

Sector Composition

1 Technology 18.66%
2 Financials 10.34%
3 Consumer Discretionary 9.22%
4 Energy 5.93%
5 Consumer Staples 5.88%