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
426
$435K 0.02%
12,387
+117
427
$432K 0.02%
4,534
428
$432K 0.02%
13,172
-307
429
$429K 0.02%
3,440
-1,151
430
$429K 0.02%
32,875
-1,245
431
$429K 0.02%
5,323
-200
432
$428K 0.02%
5,282
-955
433
$426K 0.02%
2,745
434
$423K 0.02%
33,578
+6,869
435
$419K 0.02%
2,637
+71
436
$415K 0.02%
3,515
437
$410K 0.02%
+3,879
438
$405K 0.02%
13,802
-4,101
439
$402K 0.02%
+6,818
440
$399K 0.02%
7,348
441
$396K 0.02%
10,845
442
$394K 0.02%
2,850
443
$393K 0.02%
+5,558
444
$391K 0.02%
4,771
-3,245
445
$391K 0.02%
6,749
-73
446
$378K 0.02%
3,171
-852
447
$378K 0.02%
3,158
-165
448
$375K 0.02%
+750
449
$373K 0.02%
1,725
-496
450
$373K 0.02%
22,904
16 17
18
19 20