BB

Burford Brothers Portfolio holdings

AUM $242M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$997K
3
+$981K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$951K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$703K

Top Sells

1
+$1.87M
2
+$652K
3
+$629K
4
DIS icon
Walt Disney
DIS
+$607K
5
CHGG icon
Chegg
CHGG
+$509K

Sector Composition

1 Technology 19.54%
2 Energy 9.24%
3 Consumer Discretionary 8.89%
4 Financials 8.84%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,950
152
– –
-4,470
153
– –
-6,394
154
– –
-16,664
155
– –
-674
156
– –
-16,998
157
– –
-1,597
3 4 5 6
7