BFS
Burr Financial Services Portfolio holdings
AUM
$126M
1-Year Est. Return
55.55%
This Fund
S&P 500
1 Year Est. Return
+55.55%
AUM
$126M
AUM Growth
-$7.83M
(-5.9%)
Holding
31
Top Buys
| 1 | +$5.95M | |
| 2 | +$5.6M | |
| 3 | +$4.43M | |
| 4 |
Micron Technology
MU
|
+$2.83M |
| 5 |
Palantir
PLTR
|
+$2.76M |
Top Sells
| 1 | +$7.56M | |
| 2 | +$5.61M | |
| 3 | +$5.46M | |
| 4 |
CrowdStrike
CRWD
|
+$4.91M |
| 5 |
Microsoft
MSFT
|
+$2.48M |
Sector Composition
| 1 | Technology | 80.95% |
| 2 | Communication Services | 9.42% |
| 3 | Energy | 5.5% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Industrials | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
CrowdStrike
CRWD
$129B
| – | – |
-10,480
|
|
||
|
27
Microsoft
MSFT
$3.13T
| – | – |
-5,123
|
|
||
28
Synopsys
SNPS
$96.8B
| – | – |
-2,362
|
|
||
29
Tri Pointe Homes
TPH
$4B
| – | – |
-11,600
|
|
||
30
Uber
UBER
$156B
| – | – |
-68,655
|
|
||
31
UnitedHealth
UNH
$336B
| – | – |
-1,365
|
|