BB
Burford Brothers Portfolio holdings
AUM $218M
1-Year Return
21.28%
This Quarter Return
-1.34%
1 Year Return
+21.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$2.28M
(+1.1%)
Cap. Flow
+$9.81M
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
169
New
13
Increased
81
Reduced
38
Closed
11
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
+$1.96M |
| 2 |
Progressive
PGR
|
+$1.64M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.36M |
| 4 |
Travelers Companies
TRV
|
+$955K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$930K |
Top Sells
| 1 |
Cardinal Health
CAH
|
+$1.26M |
| 2 |
Exelon
EXC
|
+$1.06M |
| 3 |
Sempra
SRE
|
+$776K |
| 4 |
PPG Industries
PPG
|
+$707K |
| 5 |
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% |
