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
301
$1.11M 0.05%
+5,256
302
$1.1M 0.05%
29,918
-2,540
303
$1.09M 0.05%
14,825
-6,394
304
$1.08M 0.05%
37,804
-2,804
305
$1.07M 0.05%
14,656
-75
306
$1.07M 0.05%
13,045
-1,018
307
$1.06M 0.05%
7,066
-871
308
$1.05M 0.05%
2,550
+234
309
$1.03M 0.05%
2,586
-55
310
$1.03M 0.05%
10,131
+2,140
311
$1.03M 0.05%
7,786
-192
312
$1.03M 0.05%
12,165
-20
313
$1.01M 0.05%
+26,551
314
$992K 0.05%
3,119
+35
315
$989K 0.05%
5,156
-342
316
$973K 0.05%
4,710
+11
317
$955K 0.05%
17,420
-7,041
318
$948K 0.05%
17,654
-10,737
319
$945K 0.05%
6,609
320
$943K 0.05%
13,556
+20
321
$934K 0.05%
8,152
322
$917K 0.05%
5,827
+26
323
$914K 0.05%
30,800
+3,869
324
$911K 0.04%
13,950
+2,230
325
$904K 0.04%
15,017
+5,675
11 12
13
14 15