BC
Burleson & Co Portfolio holdings
AUM
$400M
1-Year Est. Return
25.22%
1 Year Est. Return
-25.22%
AUM
$458M
AUM Growth
+$1.52M
(+0.33%)
Holding
503
Top Buys
| 1 | +$2.54M | |
| 2 | +$2.49M | |
| 3 | +$1.12M | |
| 4 |
Okta
OKTA
|
+$1.11M |
| 5 |
ProShares Bitcoin Strategy ETF
BITO
|
+$791K |
Top Sells
| 1 | +$4.41M | |
| 2 | +$2.92M | |
| 3 | +$1.48M | |
| 4 |
Netflix
NFLX
|
+$902K |
| 5 |
Apple
AAPL
|
+$803K |
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Consumer Discretionary | 15.68% |
| 3 | Communication Services | 9.65% |
| 4 | Financials | 8.07% |
| 5 | Healthcare | 5.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Trane Technologies
TT
$94.4B
| – | – |
-12
|
|
||
|
DISH
502
DELISTED
DISH Network Corp.
DISH
| $0 | ﹤0.01% |
3
|
|
||
|
LAC
503
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $0 | ﹤0.01% |
1
|
|