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
126
$4.64M 0.23%
117,377
-2,509
127
$4.63M 0.23%
27,867
+975
128
$4.59M 0.23%
25,163
+2,395
129
$4.54M 0.22%
86,824
-2,844
130
$4.52M 0.22%
18,553
-45
131
$4.5M 0.22%
51,587
-6,729
132
$4.47M 0.22%
+61,910
133
$4.44M 0.22%
9,666
+2,268
134
$4.43M 0.22%
68,694
+659
135
$4.41M 0.22%
59,710
+56,713
136
$4.23M 0.21%
53,097
+1,177
137
$4.2M 0.21%
20,305
-720
138
$4.19M 0.21%
47,856
+1,892
139
$4.17M 0.21%
+57,146
140
$4.15M 0.2%
40,215
-3,422
141
$4.13M 0.2%
191,083
+2,206
142
$4.07M 0.2%
17,995
+12,901
143
$4M 0.2%
13,980
-816
144
$3.95M 0.19%
47,775
+21,810
145
$3.93M 0.19%
74,366
-2,434
146
$3.9M 0.19%
97,906
+276
147
$3.87M 0.19%
68,460
-41,790
148
$3.84M 0.19%
12,415
-3,262
149
$3.82M 0.19%
+12,003
150
$3.79M 0.19%
44,905
+2,376
4 5
6
7 8