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
401
$516K 0.03%
2,928
402
$511K 0.03%
3,095
-100
403
$507K 0.03%
14,514
-8,507
404
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405
$505K 0.02%
6,596
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406
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4,885
-307
407
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+13,826
408
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409
$492K 0.02%
7,745
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410
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1,474
411
$489K 0.02%
18,130
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412
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5,222
-3,242
413
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22,340
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414
$484K 0.02%
43,233
+2,468
415
$474K 0.02%
18,310
416
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1
419
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14,785
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420
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421
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5,970
422
$447K 0.02%
6,414
+2,313
423
$447K 0.02%
5,380
+227
424
$443K 0.02%
12,825
+57
425
$442K 0.02%
15,385
-25,815
15 16
17
18 19