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 | +$703K | |
| 2 | +$185K | |
| 3 | +$129K | |
| 4 |
Advanced Micro Devices
AMD
|
+$121K |
| 5 |
Applied Materials
AMAT
|
+$111K |
Top Sells
| 1 | +$455K | |
| 2 | +$349K | |
| 3 | +$229K | |
| 4 |
CrowdStrike
CRWD
|
+$215K |
| 5 |
Cloudflare
NET
|
+$210K |
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
$178B
| $256K | 0.19% |
442
|
|
||
|
27
Cloudflare
NET
$77.7B
| – | – |
-980
|
|
||
28
PG&E
PCG
$38.2B
| – | – |
-12,216
|
|