BC
Burney Company Portfolio holdings
AUM
$2.95B
1-Year Return
27.49%
This Quarter Return
+1.89%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$2.62B
AUM Growth
-$7.32M
(-0.28%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
24.77%
Holding
622
New
27
Increased
132
Reduced
371
Closed
29
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$30M |
| 2 |
T Rowe Price
TROW
|
$20.9M |
| 3 |
Owens Corning
OC
|
$18.4M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$17.8M |
| 5 |
Texas Roadhouse
TXRH
|
$11.5M |
Top Sells
| 1 |
MetLife
MET
|
$13.7M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$12.3M |
| 3 |
Broadcom
AVGO
|
$8.29M |
| 4 |
Essential Properties Realty Trust
EPRT
|
$7.41M |
| 5 |
Celanese
CE
|
$6.98M |
Sector Composition
| 1 | Technology | 23.81% |
| 2 | Consumer Discretionary | 13.39% |
| 3 | Industrials | 11.35% |
| 4 | Healthcare | 11.3% |
| 5 | Financials | 9.45% |
