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
251
$1.58M 0.08%
63,172
+4,179
252
$1.55M 0.08%
10,810
-79
253
$1.55M 0.08%
24,825
-755
254
$1.53M 0.08%
11,805
-469
255
$1.52M 0.08%
26,837
-5,105
256
$1.51M 0.07%
3,117
-5
257
$1.5M 0.07%
18,975
+1,312
258
$1.5M 0.07%
21,582
-1,320
259
$1.49M 0.07%
11,025
+7,125
260
$1.49M 0.07%
4,098
-254
261
$1.49M 0.07%
33,430
-7,170
262
$1.47M 0.07%
+76,740
263
$1.45M 0.07%
10,530
-1,864
264
$1.45M 0.07%
28,654
+2,377
265
$1.42M 0.07%
24,022
+1,601
266
$1.41M 0.07%
37,414
+26,486
267
$1.4M 0.07%
30,601
-876
268
$1.39M 0.07%
17,978
-375
269
$1.38M 0.07%
10,301
+1,425
270
$1.37M 0.07%
17,490
-370
271
$1.35M 0.07%
4,200
+205
272
$1.34M 0.07%
7,593
-25
273
$1.31M 0.06%
4,476
-293
274
$1.31M 0.06%
1,895
-6
275
$1.3M 0.06%
62,406
-320
9 10
11
12 13