BB
Burford Brothers Portfolio holdings
AUM
$242M
1-Year Est. Return
22.93%
This Fund
S&P 500
1 Year Est. Return
+22.93%
AUM
$242M
AUM Growth
+$8.29M
(+3.5%)
Holding
183
Top Buys
| 1 | +$1.18M | |
| 2 | +$1.02M | |
| 3 | +$971K | |
| 4 |
Merck
MRK
|
+$863K |
| 5 |
Dorchester Minerals
DMLP
|
+$846K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$1.05M | |
| 3 | +$895K | |
| 4 |
Sanofi
SNY
|
+$859K |
| 5 |
Hartford Financial Services
HIG
|
+$820K |
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Financials | 9.82% |
| 3 | Consumer Discretionary | 9.03% |
| 4 | Healthcare | 6.24% |
| 5 | Consumer Staples | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ethan Allen Interiors
ETD
$562M
| – | – |
-22,643
|
|
||
|
177
Hartford Financial Services
HIG
$37.9B
| – | – |
-6,146
|
|
||
|
IPG
178
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-18,165
|
|
||
179
Permian Resources
PR
$15.2B
| – | – |
-10,970
|
|
||
180
RPM International
RPM
$13.1B
| – | – |
-6,053
|
|
||
|
SAND
181
DELISTED
Sandstorm Gold
SAND
| – | – |
-12,449
|
|
||
182
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
| – | – |
-6,269
|
|
||
183
iShares Silver Trust
SLV
$45.3B
| – | – |
-7,850
|
|