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
$1.52B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$3.52M
3
+$3.12M
4
VZ icon
Verizon
VZ
+$3.09M
5
VLO icon
Valero Energy
VLO
+$2.85M

Top Sells

1
+$4.67M
2
+$4.26M
3
+$4M
4
WOOF
VCA Inc.
WOOF
+$3.59M
5
FCFS icon
FirstCash
FCFS
+$3.02M

Sector Composition

1 Industrials 22.2%
2 Technology 14.38%
3 Financials 13.08%
4 Healthcare 11.72%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$230K 0.02%
+1,935
352
$230K 0.02%
+3,101
353
$230K 0.02%
12,885
-626
354
$230K 0.02%
5,834
-676
355
$229K 0.02%
2,554
-1,215
356
$228K 0.02%
+3,651
357
$226K 0.01%
11,105
-242
358
$226K 0.01%
3,591
-80
359
$224K 0.01%
1,941
360
$223K 0.01%
2,089
-25
361
$221K 0.01%
+4,812
362
$219K 0.01%
1,475
-750
363
$217K 0.01%
1,545
-67
364
$216K 0.01%
+9,938
365
$215K 0.01%
14,485
+44
366
$213K 0.01%
16,217
-9,645
367
$213K 0.01%
+4,360
368
$211K 0.01%
4,330
369
$209K 0.01%
2,797
370
$207K 0.01%
+3,295
371
$205K 0.01%
+3,760
372
$203K 0.01%
1,910
373
$203K 0.01%
1,465
-112
374
$203K 0.01%
+1,497
375
$202K 0.01%
+8,345
12 13 14
15
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