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BC

Burleson & Co Portfolio holdings

AUM $400M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.25M
3
+$4.11M
4
NFLX icon
Netflix
NFLX
+$3.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.34M

Top Sells

1
+$9.75M
2
+$9.14M
3
+$4.91M
4
TDOC icon
Teladoc Health
TDOC
+$4.72M
5
APP icon
Applovin
APP
+$4.28M

Sector Composition

1 Technology 24.94%
2 Consumer Discretionary 14.81%
3 Communication Services 9.82%
4 Financials 7.63%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+10
352
$1K ﹤0.01%
9
353
$1K ﹤0.01%
6
354
$1K ﹤0.01%
21
-23
355
– –
0
356
$1K ﹤0.01%
+5
357
$1K ﹤0.01%
130
+40
358
$1K ﹤0.01%
30
359
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2
-3
360
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+22
361
$1K ﹤0.01%
+25
362
$1K ﹤0.01%
500
363
$1K ﹤0.01%
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364
$1K ﹤0.01%
+7
365
$1K ﹤0.01%
30
-180
366
$1K ﹤0.01%
19
-470
367
$1K ﹤0.01%
+48
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$1K ﹤0.01%
+23
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10
370
$1K ﹤0.01%
87
371
$1K ﹤0.01%
+9
372
$1K ﹤0.01%
+11
373
$1K ﹤0.01%
+15
374
$1K ﹤0.01%
6
375
$1K ﹤0.01%
127
13 14
15
16 17