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
526
$224K 0.01%
+3,356
527
$222K 0.01%
1,666
-558
528
$222K 0.01%
2,319
-479
529
$220K 0.01%
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-110
530
$219K 0.01%
1,694
-10
531
$217K 0.01%
+719
532
$215K 0.01%
+2,951
533
$215K 0.01%
+2,034
534
$214K 0.01%
+1,169
535
$211K 0.01%
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536
$211K 0.01%
1,200
-60
537
$210K 0.01%
17,323
+8
538
$207K 0.01%
1,156
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539
$206K 0.01%
4,598
-124
540
$206K 0.01%
+7,075
541
$203K 0.01%
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542
$202K 0.01%
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543
$201K 0.01%
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544
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545
$187K 0.01%
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546
$186K 0.01%
35,111
-2,819
547
$185K 0.01%
22,030
-53,840
548
$184K 0.01%
22,339
+11,569
549
$169K 0.01%
10,605
550
$160K 0.01%
+11,023
20 21
22
23 24