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
$1.03B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.5M
4
UNF icon
Unifirst Corp
UNF
+$5.44M
5
UTHR icon
United Therapeutics
UTHR
+$4.75M

Top Sells

1
+$3.53M
2
+$3.31M
3
+$3.3M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
LXK
Lexmark Intl Inc
LXK
+$1.9M

Sector Composition

1 Industrials 21.41%
2 Healthcare 14.65%
3 Technology 13.19%
4 Consumer Discretionary 11.87%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$604K 0.06%
3,555
+1,675
252
$601K 0.06%
10,707
-2,944
253
$600K 0.06%
18,970
+6,742
254
$598K 0.06%
4,328
+1,715
255
$591K 0.06%
16,170
-712
256
$590K 0.06%
12,390
+280
257
$588K 0.06%
32,379
+12,271
258
$586K 0.06%
20,306
+11,006
259
$586K 0.06%
5,423
+493
260
$584K 0.06%
6,796
-158
261
$583K 0.06%
9,969
-2,223
262
$583K 0.06%
+10,702
263
$577K 0.06%
12,584
-48
264
$573K 0.06%
12,947
-550
265
$571K 0.06%
8,834
+156
266
$567K 0.06%
10,555
-2
267
$564K 0.05%
13,033
-855
268
$557K 0.05%
9,580
-2,050
269
$550K 0.05%
13,382
+410
270
$544K 0.05%
25,416
-2,896
271
$535K 0.05%
4,671
-450
272
$532K 0.05%
+6,750
273
$525K 0.05%
9,837
-464
274
$513K 0.05%
9,661
-629
275
$507K 0.05%
1,814
-242
9 10
11
12 13