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
$192M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.95M
3
+$1.42M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.32M
5
RIO icon
Rio Tinto
RIO
+$1.1M

Top Sells

1
+$1.3M
2
+$777K
3
+$660K
4
UPS icon
United Parcel Service
UPS
+$624K
5
TXN icon
Texas Instruments
TXN
+$590K

Sector Composition

1 Technology 19.97%
2 Financials 9.71%
3 Consumer Discretionary 8.12%
4 Healthcare 7.65%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 8.86%
72,936
+322
2
$10.7M 5.6%
313,474
+61,380
3
$8.71M 4.54%
18,918
+2,300
4
$8.52M 4.44%
19,793
-44
5
$7.81M 4.07%
159,313
+39,756
6
$5.96M 3.11%
22,769
+529
7
$5.88M 3.06%
168,972
+9,823
8
$4.75M 2.47%
40,494
+727
9
$4.68M 2.44%
18,753
+341
10
$4.21M 2.2%
22,606
+48
11
$3.94M 2.06%
130,838
+43,651
12
$3.03M 1.58%
5,298
-705
13
$2.76M 1.44%
153,262
+5,618
14
$2.69M 1.4%
16,569
+977
15
$2.67M 1.39%
12,678
+40
16
$2.62M 1.37%
22,127
+1,163
17
$2.19M 1.14%
13,087
+47
18
$2.14M 1.12%
12,369
+24
19
$2.08M 1.09%
11,038
+175
20
$2.06M 1.08%
10,442
+12
21
$1.96M 1.02%
24,300
+815
22
$1.87M 0.98%
41,700
+5,165
23
$1.76M 0.92%
24,439
-28
24
$1.69M 0.88%
2,895
+164
25
$1.68M 0.88%
2,873
+180
1
2 3 4 5