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
$1.16B
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.16M
3
+$2.36M
4
WKC icon
World Kinect Corp
WKC
+$2.24M
5
FFIV icon
F5
FFIV
+$2.03M

Top Sells

1
+$3.45M
2
+$3.4M
3
+$1.96M
4
ZD icon
Ziff Davis
ZD
+$1.89M
5
EBAY icon
eBay
EBAY
+$1.71M

Sector Composition

1 Industrials 22.17%
2 Healthcare 14.43%
3 Technology 12.99%
4 Consumer Discretionary 11.39%
5 Financials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$488K 0.04%
6,514
277
$487K 0.04%
12,484
+180
278
$486K 0.04%
25,240
-11,232
279
$486K 0.04%
5,759
-353
280
$485K 0.04%
6,531
-2,916
281
$473K 0.04%
3,330
-60
282
$469K 0.04%
12,045
+30
283
$467K 0.04%
3,961
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284
$464K 0.04%
5,237
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285
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1,473
-75
286
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9,420
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287
$463K 0.04%
30,143
+3,529
288
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+19,824
289
$459K 0.04%
+6,991
290
$450K 0.04%
7,559
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291
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292
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293
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294
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295
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3,995
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296
$430K 0.04%
8,872
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297
$425K 0.04%
7,758
298
$420K 0.04%
5,640
-515
299
$418K 0.04%
8,750
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300
$417K 0.04%
9,951
-75
10 11
12
13 14