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
$1.1B
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$4.07M
3 +$3.01M
4
TSN icon
Tyson Foods
TSN
+$2.93M
5
DLX icon
Deluxe
DLX
+$2.91M

Top Sells

1 +$1.85M
2 +$1.77M
3 +$1.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
CSCO icon
Cisco
CSCO
+$1.23M

Sector Composition

1 Industrials 21.65%
2 Healthcare 14.42%
3 Technology 13.38%
4 Consumer Discretionary 11.98%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$587K 0.05%
13,088
+55
252
$578K 0.05%
4,681
+10
253
$576K 0.05%
8,112
-722
254
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10,781
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255
$561K 0.05%
6,766
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256
$548K 0.05%
20,601
-7,617
257
$535K 0.05%
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$528K 0.05%
3,390
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259
$522K 0.05%
8,815
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260
$518K 0.05%
4,095
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261
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262
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9,167
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263
$502K 0.05%
7,768
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264
$502K 0.05%
5,490
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265
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6,112
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266
$499K 0.05%
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9,862
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268
$493K 0.04%
24,073
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269
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11,768
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$487K 0.04%
3,294
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272
$482K 0.04%
12,015
-375
273
$479K 0.04%
8,136
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274
$475K 0.04%
7,021
+405
275
$473K 0.04%
1,548
-266