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
$206M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.64M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$955K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$930K

Top Sells

1
+$1.26M
2
+$1.06M
3
+$776K
4
PPG icon
PPG Industries
PPG
+$707K
5
JHG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 7.77%
72,025
-164
2
$11.5M 5.59%
21,622
+1,747
3
$11.4M 5.52%
340,234
-1,032
4
$10.8M 5.23%
219,295
+9,954
5
$7.48M 3.63%
19,922
+85
6
$6.33M 3.08%
184,955
+5,448
7
$5.93M 2.88%
22,899
+426
8
$5.65M 2.74%
111,353
+7,052
9
$4.96M 2.41%
41,722
+1,049
10
$4.37M 2.12%
22,971
+431
11
$4.29M 2.08%
151,304
+9,183
12
$3.35M 1.63%
5,821
+658
13
$3.15M 1.53%
12,861
+137
14
$2.85M 1.38%
17,162
+8,214
15
$2.59M 1.26%
22,040
+56
16
$2.41M 1.17%
12,050
+918
17
$2.4M 1.16%
155,876
+3,189
18
$2.38M 1.16%
18,850
+245
19
$2.22M 1.08%
10,590
+133
20
$2.2M 1.07%
36,686
-265
21
$2.16M 1.05%
47,683
+407
22
$2.15M 1.04%
24,434
+48
23
$2.12M 1.03%
12,437
+44
24
$2.02M 0.98%
12,951
+13
25
$1.96M 0.95%
+27,596
1
2 3 4 5