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
476
$320K 0.02%
9,951
+138
477
$317K 0.02%
8,787
+1,898
478
$317K 0.02%
7,957
479
$315K 0.02%
13,700
+59
480
$310K 0.02%
58,983
-6,010
481
$308K 0.02%
4,860
482
$307K 0.02%
5,096
483
$304K 0.02%
13,711
-3,952
484
$302K 0.01%
3,290
485
$302K 0.01%
11,021
+566
486
$300K 0.01%
2,923
487
$300K 0.01%
+8,522
488
$299K 0.01%
5,570
-1,052
489
$299K 0.01%
3,463
490
$298K 0.01%
2,866
-567
491
$298K 0.01%
3,582
492
$297K 0.01%
7,320
-50
493
$295K 0.01%
3,125
-1,190
494
$290K 0.01%
3,767
495
$289K 0.01%
9,805
-1,318
496
$288K 0.01%
1,060
497
$288K 0.01%
4,561
498
$285K 0.01%
20,433
-2,784
499
$285K 0.01%
3,978
500
$281K 0.01%
9,318
-12,207
18 19
20
21 22