BC

Burney Company Portfolio holdings

AUM $3.14B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$11.4M
3
+$9.64M
4
TOL icon
Toll Brothers
TOL
+$9.58M
5
RH icon
RH
RH
+$8.25M

Top Sells

1
+$27.6M
2
+$15.5M
3
+$13.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.2M
5
AAPL icon
Apple
AAPL
+$11.9M

Sector Composition

1 Technology 19.39%
2 Consumer Discretionary 13.11%
3 Industrials 12.87%
4 Financials 12.14%
5 Healthcare 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.95M 0.1%
79,264
+21,455
227
$1.94M 0.1%
38,491
-142
228
$1.94M 0.1%
8,711
+226
229
$1.94M 0.1%
9,197
-802
230
$1.92M 0.09%
28,937
+2,875
231
$1.91M 0.09%
359,639
-61,880
232
$1.89M 0.09%
34,071
-17,571
233
$1.86M 0.09%
35,781
-1,296
234
$1.86M 0.09%
7,447
-1,586
235
$1.84M 0.09%
13,740
-591
236
$1.84M 0.09%
8,648
-141
237
$1.83M 0.09%
+8,732
238
$1.83M 0.09%
31,727
+416
239
$1.82M 0.09%
9,512
+1,114
240
$1.79M 0.09%
58,823
+29,719
241
$1.79M 0.09%
15,822
-105
242
$1.77M 0.09%
31,423
+10,140
243
$1.72M 0.08%
6,945
244
$1.69M 0.08%
91,178
+4,389
245
$1.68M 0.08%
44,312
-1,701
246
$1.68M 0.08%
27,586
-104,960
247
$1.65M 0.08%
21,609
-173,174
248
$1.62M 0.08%
30,940
+5,832
249
$1.6M 0.08%
15,199
-793
250
$1.58M 0.08%
11,993
-101
8 9
10
11 12