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
$1.3B
AUM Growth
-$513M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$4.87M
3
+$4.87M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M
5
PVH icon
PVH
PVH
+$3.81M

Top Sells

1
+$7.57M
2
+$5.89M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$5.02M
5
DIS icon
Walt Disney
DIS
+$4.91M

Sector Composition

1 Technology 20.57%
2 Industrials 14.53%
3 Financials 13.78%
4 Healthcare 13.39%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
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