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
276
$1.29M 0.06%
50,427
-1,186
277
$1.28M 0.06%
7,480
+170
278
$1.28M 0.06%
10,424
-9,172
279
$1.25M 0.06%
16,683
+585
280
$1.25M 0.06%
+127,543
281
$1.24M 0.06%
32,148
+93
282
$1.22M 0.06%
6,293
+145
283
$1.22M 0.06%
12,175
-951
284
$1.22M 0.06%
17,473
-50
285
$1.22M 0.06%
16,458
-34
286
$1.21M 0.06%
16,834
-4,243
287
$1.21M 0.06%
47,667
-3,030
288
$1.21M 0.06%
3,306
-367
289
$1.21M 0.06%
13,610
-507
290
$1.19M 0.06%
55,220
-1,681
291
$1.18M 0.06%
5,704
-7,351
292
$1.18M 0.06%
2,371
+7
293
$1.17M 0.06%
11,731
-1,505
294
$1.17M 0.06%
41,960
-1,600
295
$1.16M 0.06%
51,985
+34,106
296
$1.14M 0.06%
46,160
+1,900
297
$1.14M 0.06%
22,518
+2,315
298
$1.13M 0.06%
13,205
+626
299
$1.12M 0.06%
34,405
-1,105
300
$1.11M 0.05%
30,780
+2,940
10 11
12
13 14