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
501
$281K 0.01%
7,027
-20
502
$280K 0.01%
+880
503
$270K 0.01%
1,156
+294
504
$265K 0.01%
11,141
-75
505
$262K 0.01%
2,956
-164
506
$262K 0.01%
17,117
-20,907
507
$260K 0.01%
3,933
508
$259K 0.01%
14,845
509
$253K 0.01%
7,248
510
$252K 0.01%
731
-175
511
$250K 0.01%
2,807
+20
512
$247K 0.01%
1,994
+2
513
$246K 0.01%
5,859
514
$243K 0.01%
1,981
515
$238K 0.01%
2,586
-175
516
$238K 0.01%
4,301
-46,096
517
$236K 0.01%
3,074
-359,721
518
$234K 0.01%
4,070
519
$234K 0.01%
818
-98
520
$231K 0.01%
+4,820
521
$229K 0.01%
2,655
522
$227K 0.01%
5,250
523
$226K 0.01%
19,696
+1,000
524
$226K 0.01%
420
525
$224K 0.01%
3,200
19 20
21
22 23