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
76
$7.14M 0.35%
51,153
+208
77
$7M 0.35%
28,969
-5,069
78
$6.98M 0.34%
40,434
+1,317
79
$6.95M 0.34%
201,210
+174,120
80
$6.94M 0.34%
19,395
+7,725
81
$6.87M 0.34%
47,261
+3,839
82
$6.7M 0.33%
172,384
-1,936
83
$6.65M 0.33%
156,725
-8,257
84
$6.61M 0.33%
38,581
-1,234
85
$6.56M 0.32%
140,481
+5,788
86
$6.41M 0.32%
214,018
-4,185
87
$6.35M 0.31%
43,579
+2,687
88
$6.3M 0.31%
128,926
+24,723
89
$6.3M 0.31%
247,006
-31,486
90
$6.26M 0.31%
51,003
+2,232
91
$6.21M 0.31%
286,869
-9,452
92
$6.21M 0.31%
48,637
-5,072
93
$6.19M 0.3%
114,818
+90,320
94
$6.14M 0.3%
60,919
+1,245
95
$6.14M 0.3%
106,898
+32,321
96
$6.1M 0.3%
64,997
+9,941
97
$6.04M 0.3%
+30,230
98
$5.93M 0.29%
59,730
-38,603
99
$5.92M 0.29%
19,981
-1,254
100
$5.82M 0.29%
200,168
+9,125
2 3
4
5 6