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
301
$409K 0.04%
6,329
+248
302
$407K 0.04%
4,519
-2,001
303
$401K 0.04%
6,175
-38
304
$400K 0.04%
4,835
+250
305
$396K 0.04%
6,300
+217
306
$395K 0.04%
7,532
-475
307
$394K 0.04%
7,800
-252
308
$392K 0.04%
4,988
-87
309
$388K 0.04%
5,575
310
$387K 0.04%
11,736
+2,129
311
$381K 0.04%
9,651
312
$381K 0.04%
5,704
-18
313
$375K 0.04%
5,577
-16,879
314
$366K 0.04%
6,391
-2,235
315
$364K 0.04%
4,340
-3,949
316
$364K 0.04%
3,311
317
$362K 0.04%
3,623
-8
318
$360K 0.04%
3,039
-813
319
$357K 0.03%
3,247
-210
320
$355K 0.03%
7,644
-6,726
321
$355K 0.03%
5,453
-290
322
$350K 0.03%
5,557
-847
323
$340K 0.03%
16,743
-179
324
$340K 0.03%
18,918
-7,197
325
$339K 0.03%
4,090
-64
11 12
13
14 15