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
$218M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.93M
3
+$1.18M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.15M
5
ABEV icon
Ambev
ABEV
+$1.1M

Top Sells

1
+$5.65M
2
+$1.34M
3
+$1.25M
4
TRV icon
Travelers Companies
TRV
+$955K
5
EOG icon
EOG Resources
EOG
+$813K

Sector Composition

1 Technology 17.51%
2 Financials 10.65%
3 Consumer Discretionary 8.4%
4 Consumer Staples 6.25%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.99T
$14.8M 6.79%
72,133
+108
VNLA icon
2
Janus Henderson Short Duration Income ETF
VNLA
$2.79B
$13.1M 6.03%
267,007
+47,712
CGUS icon
3
Capital Group Core Equity ETF
CGUS
$7.54B
$12.3M 5.64%
332,972
-7,262
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.05T
$11M 5.03%
22,554
+932
MSFT icon
5
Microsoft
MSFT
$3.95T
$9.92M 4.55%
19,943
+21
CGGR icon
6
Capital Group Growth ETF
CGGR
$17B
$8.02M 3.68%
197,303
+12,348
TSLA icon
7
Tesla
TSLA
$1.5T
$7.13M 3.27%
22,437
-462
AMZN icon
8
Amazon
AMZN
$2.42T
$5.05M 2.32%
23,012
+41
CGGO icon
9
Capital Group Global Growth Equity ETF
CGGO
$7.58B
$4.81M 2.21%
150,584
-720
XOM icon
10
Exxon Mobil
XOM
$494B
$4.49M 2.06%
41,673
-49
VST icon
11
Vistra
VST
$67.5B
$4.25M 1.95%
21,935
-105
META icon
12
Meta Platforms (Facebook)
META
$1.89T
$4.18M 1.92%
5,668
-153
JPM icon
13
JPMorgan Chase
JPM
$828B
$3.73M 1.71%
12,870
+9
FSLR icon
14
First Solar
FSLR
$26.6B
$3.16M 1.45%
19,096
+246
GE icon
15
GE Aerospace
GE
$330B
$3.13M 1.44%
12,155
+105
TEVA icon
16
Teva Pharmaceuticals
TEVA
$22.5B
$2.6M 1.19%
155,323
-553
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$680B
$2.44M 1.12%
3,957
+3,128
COIN icon
18
Coinbase
COIN
$92.9B
$2.43M 1.11%
6,920
-255
WMT icon
19
Walmart
WMT
$833B
$2.35M 1.08%
23,983
-451
MO icon
20
Altria Group
MO
$107B
$2.3M 1.05%
39,154
+2,468
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.26T
$2.27M 1.04%
12,789
-162
GEV icon
22
GE Vernova
GEV
$159B
$2.06M 0.95%
3,898
+95
SHV icon
23
iShares Short Treasury Bond ETF
SHV
$20.7B
$2.06M 0.94%
18,645
+10,393
PG icon
24
Procter & Gamble
PG
$355B
$1.99M 0.91%
12,469
+32
ABBV icon
25
AbbVie
ABBV
$403B
$1.97M 0.9%
10,617
+27
1
2 3 4 5