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
351
$275K 0.03%
2,290
352
$275K 0.03%
7,553
353
$273K 0.02%
19,745
+7,665
354
$272K 0.02%
4,400
-125
355
$270K 0.02%
1,945
+100
356
$269K 0.02%
4,100
-2,590
357
$267K 0.02%
7,736
-762
358
$267K 0.02%
2,792
-237
359
$262K 0.02%
4,675
-906
360
$258K 0.02%
10,934
+2,933
361
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6,175
362
$254K 0.02%
7,273
-504
363
$253K 0.02%
10,789
-315
364
$251K 0.02%
12,295
-3,082
365
$249K 0.02%
5,472
-36
366
$249K 0.02%
3,230
+541
367
$242K 0.02%
8,489
-1,463
368
$242K 0.02%
3,351
-69
369
$241K 0.02%
7,816
-698
370
$238K 0.02%
8,295
371
$235K 0.02%
8,800
-1,328
372
$235K 0.02%
3,626
+47
373
$233K 0.02%
4,973
-153
374
$232K 0.02%
5,422
-44
375
$228K 0.02%
4,338
13 14
15
16 17