BC

Burney Company Portfolio holdings

AUM $3.21B
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.46M
3
+$6.14M
4
ZG icon
Zillow
ZG
+$5.87M
5
INGR icon
Ingredion
INGR
+$5.83M

Top Sells

1
+$9.08M
2
+$7.84M
3
+$7.43M
4
ACN icon
Accenture
ACN
+$7.09M
5
KMB icon
Kimberly-Clark
KMB
+$6.44M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.25M 0.08%
43,575
-450
252
$1.24M 0.08%
3,689
-2,506
253
$1.23M 0.08%
51,105
-3,548
254
$1.22M 0.08%
12,083
-188
255
$1.2M 0.07%
18,043
-2,287
256
$1.2M 0.07%
8,213
-14
257
$1.19M 0.07%
3,764
-48
258
$1.19M 0.07%
11,504
-1,757
259
$1.18M 0.07%
5,364
-55
260
$1.18M 0.07%
18,939
+205
261
$1.17M 0.07%
12,723
+8,422
262
$1.17M 0.07%
7,567
+2,787
263
$1.16M 0.07%
7,125
-398
264
$1.14M 0.07%
12,250
-6,728
265
$1.13M 0.07%
7,699
-207
266
$1.11M 0.07%
11,719
-144
267
$1.09M 0.07%
+36,939
268
$1.05M 0.07%
6,771
+226
269
$1.05M 0.07%
7,359
+1,089
270
$1.05M 0.07%
+13,392
271
$1.04M 0.06%
+37,657
272
$1.04M 0.06%
29,937
+2,411
273
$1.04M 0.06%
4,295
+316
274
$1.03M 0.06%
28,933
-2,088
275
$1.03M 0.06%
4,894
-79
9 10
11
12 13