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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.1M
3
+$1.38M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.26M
5
ABT icon
Abbott
ABT
+$1.03M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$529K
5
GE icon
GE Aerospace
GE
+$441K

Sector Composition

1 Technology 20.75%
2 Financials 9.18%
3 Energy 8.73%
4 Consumer Discretionary 8.16%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.2K 0.02%
2,254
152
– –
-6,180
153
– –
-535
154
– –
-10,094
155
– –
-26,005
156
– –
-3,961
157
– –
-1,669
3 4 5 6
7