BFS
Burr Financial Services Portfolio holdings
AUM
$134M
1-Year Est. Return
37.26%
This Fund
S&P 500
1 Year Est. Return
+37.26%
AUM
$134M
AUM Growth
-$961K
(-0.71%)
Holding
28
Top Buys
| 1 | +$680K | |
| 2 | +$191K | |
| 3 | +$141K | |
| 4 |
Applied Materials
AMAT
|
+$120K |
| 5 |
Advanced Micro Devices
AMD
|
+$116K |
Top Sells
| 1 | +$459K | |
| 2 | +$369K | |
| 3 | +$210K | |
| 4 |
Uber
UBER
|
+$207K |
| 5 |
CrowdStrike
CRWD
|
+$198K |
Sector Composition
| 1 | Technology | 80.15% |
| 2 | Communication Services | 9.43% |
| 3 | Consumer Discretionary | 8.52% |
| 4 | Healthcare | 0.86% |
| 5 | Financials | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Thermo Fisher Scientific
TMO
$207B
| $256K | 0.19% |
442
|
|
||
27
Cloudflare
NET
$58.3B
| – | – |
-980
|
|
||
28
PG&E
PCG
$35.3B
| – | – |
-12,216
|
|