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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.61M
3
+$5.22M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.14M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 10.26%
3 Energy 8.71%
4 Financials 7.99%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 9.44%
+69,384
2
$7.61M 5.38%
+20,237
3
$5.22M 3.69%
+21,009
4
$5.14M 3.63%
+106,423
5
$4.32M 3.05%
+152,619
6
$3.85M 2.72%
+10,799
7
$3.54M 2.5%
+20,542
8
$3.48M 2.46%
+123,195
9
$3.43M 2.43%
+34,351
10
$3.31M 2.34%
+21,795
11
$2.15M 1.52%
+12,624
12
$2.13M 1.51%
+6,030
13
$1.87M 1.32%
+16,998
14
$1.82M 1.28%
+10,650
15
$1.8M 1.27%
+12,297
16
$1.69M 1.19%
+4,876
17
$1.68M 1.19%
+5,667
18
$1.67M 1.18%
+11,855
19
$1.67M 1.18%
+120,822
20
$1.62M 1.14%
+10,453
21
$1.55M 1.09%
+10,358
22
$1.53M 1.08%
+26,993
23
$1.46M 1.03%
+139,699
24
$1.43M 1.01%
+24,317
25
$1.41M 1%
+4,901
1
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