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
451
$373K 0.02%
2,285
-920
452
$371K 0.02%
1,084
453
$370K 0.02%
2,966
-1,184
454
$368K 0.02%
+2,210
455
$367K 0.02%
+1,102
456
$365K 0.02%
23,521
-4,579
457
$364K 0.02%
7,667
-28,839
458
$360K 0.02%
+8,810
459
$360K 0.02%
3,697
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460
$358K 0.02%
28,739
+5,711
461
$351K 0.02%
29,477
-1,030
462
$351K 0.02%
3,226
+175
463
$349K 0.02%
13,707
464
$349K 0.02%
3,968
-6,094
465
$348K 0.02%
1,559
466
$343K 0.02%
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-354
467
$342K 0.02%
30,608
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468
$336K 0.02%
14,668
-1,034
469
$333K 0.02%
22,069
-668
470
$332K 0.02%
+4,018
471
$329K 0.02%
2,791
-55
472
$324K 0.02%
2,800
-44
473
$324K 0.02%
1,535
-21
474
$323K 0.02%
58
475
$322K 0.02%
9,223
-2,130
17 18
19
20 21