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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
$674M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$7.66M
3
+$5.92M
4
RIDE
Lordstown Motors Corp. Class A Common Stock
RIDE
+$5.72M
5
HD icon
Home Depot
HD
+$4.84M

Top Sells

1
+$6.15M
2
+$4.73M
3
+$4.62M
4
UBER icon
Uber
UBER
+$2.34M
5
AMZN icon
Amazon
AMZN
+$2.3M

Sector Composition

1 Technology 28.97%
2 Consumer Discretionary 18.86%
3 Communication Services 7.97%
4 Financials 5.88%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
22
402
– –
-203
403
$0 ﹤0.01%
+1
404
– –
0
405
– –
-13
406
– –
-100
407
– –
-334,295
408
– –
-61
409
– –
-7
410
$0 ﹤0.01%
3
411
– –
-20
412
– –
-150
413
$0 ﹤0.01%
3
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