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
$1.37B
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$5.82M
3
+$5.07M
4
LOW icon
Lowe's Companies
LOW
+$3.86M
5
VTV icon
Vanguard Value ETF
VTV
+$3.78M

Top Sells

1
+$5.28M
2
+$3.16M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$3.02M
5
PRAA icon
PRA Group
PRAA
+$2.95M

Sector Composition

1 Industrials 20.26%
2 Healthcare 14.26%
3 Technology 13.98%
4 Consumer Discretionary 13.38%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$361K 0.03%
3,078
-357
302
$358K 0.03%
6,467
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303
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304
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308
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311
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314
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316
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321
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322
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323
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324
$295K 0.02%
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325
$294K 0.02%
8,832
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11 12
13
14 15