BC

Burleson & Co Portfolio holdings

AUM $400M
1-Year Est. Return 25.22%
This Quarter Est. Return
1 Year Est. Return
-25.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$12.8M
3 +$10.6M
4
TSLA icon
Tesla
TSLA
+$6.13M
5
TWLO icon
Twilio
TWLO
+$6.09M

Top Sells

1 +$13.2M
2 +$12.3M
3 +$8.22M
4
RIDEW
Lordstown Motors Corp. Warrant
RIDEW
+$6.64M
5
PINS icon
Pinterest
PINS
+$4.41M

Sector Composition

1 Technology 28.02%
2 Consumer Discretionary 19.26%
3 Communication Services 8.13%
4 Industrials 5.72%
5 Financials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
+2
277
$6K ﹤0.01%
+100
278
$5K ﹤0.01%
+125
279
$5K ﹤0.01%
+100
280
$5K ﹤0.01%
+140
281
$5K ﹤0.01%
+150
282
$5K ﹤0.01%
+34
283
$5K ﹤0.01%
+800
284
$5K ﹤0.01%
+102
285
$5K ﹤0.01%
+340
286
$4K ﹤0.01%
+15
287
$4K ﹤0.01%
+162
288
$4K ﹤0.01%
+51
289
$4K ﹤0.01%
+60
290
$4K ﹤0.01%
+20
291
$4K ﹤0.01%
+241
292
$4K ﹤0.01%
+27
293
$4K ﹤0.01%
+80
294
$4K ﹤0.01%
+100
295
$4K ﹤0.01%
+212
296
$4K ﹤0.01%
+61
297
$3K ﹤0.01%
+40
298
$3K ﹤0.01%
+52
299
$3K ﹤0.01%
+9
300
$3K ﹤0.01%
+52