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
$172M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.17M
3
+$1.73M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.41M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.27M

Top Sells

1
+$784K
2
+$739K
3
+$735K
4
HD icon
Home Depot
HD
+$534K
5
PXD
Pioneer Natural Resource Co.
PXD
+$438K

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
1
$15.3M 8.89%
72,614
+2,881
2
$8.87M 5.15%
19,837
-81
3
$8.13M 4.73%
252,094
+67,386
4
$6.76M 3.93%
16,618
+5,604
5
$5.8M 3.37%
119,557
+26,141
6
$5.23M 3.04%
159,149
+16,337
7
$4.58M 2.66%
39,767
+5,027
8
$4.4M 2.56%
22,240
+911
9
$4.36M 2.53%
22,558
+653
10
$4.15M 2.41%
18,412
+383
11
$3.03M 1.76%
6,003
-7
12
$2.57M 1.49%
87,187
+47,780
13
$2.56M 1.49%
12,638
+25
14
$2.4M 1.39%
147,644
+6,585
15
$2.39M 1.39%
13,040
+975
16
$2.28M 1.32%
15,592
+404
17
$2.2M 1.28%
14,080
+2,612
18
$2.11M 1.22%
10,824
-105
19
$2.04M 1.19%
125,985
+5,163
20
$2.04M 1.18%
12,345
21
$1.8M 1.05%
20,964
+1,165
22
$1.79M 1.04%
10,430
+14
23
$1.73M 1%
+10,863
24
$1.6M 0.93%
26,888
-471
25
$1.59M 0.92%
23,485
-6
1
2 3 4 5