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
$894M
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.84M
3
+$2.23M
4
TAL
TAL INTERNATIONAL GROUP, INC.
TAL
+$1.95M
5
UTHR icon
United Therapeutics
UTHR
+$1.73M

Top Sells

1
+$3.72M
2
+$1.04M
3
+$969K
4
BHI
Baker Hughes
BHI
+$898K
5
GD icon
General Dynamics
GD
+$880K

Sector Composition

1 Industrials 19.99%
2 Healthcare 14.95%
3 Technology 12.94%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K 0.03%
2,527
-293
377
$233K 0.03%
+8,131
378
$229K 0.03%
2,868
-778
379
$228K 0.03%
+9,100
380
$226K 0.03%
+10,000
381
$226K 0.03%
+2,900
382
$226K 0.03%
15,431
-1,203
383
$225K 0.03%
6,946
-508
384
$223K 0.02%
3,957
-42
385
$222K 0.02%
+1,744
386
$221K 0.02%
8,295
387
$220K 0.02%
+5,715
388
$219K 0.02%
+3,484
389
$218K 0.02%
4,127
-987
390
$215K 0.02%
1,920
+26
391
$215K 0.02%
9,300
392
$214K 0.02%
+4,930
393
$212K 0.02%
+3,900
394
$211K 0.02%
6,338
-4,237
395
$211K 0.02%
7,553
396
$209K 0.02%
5,126
-4,062
397
$209K 0.02%
+2,970
398
$205K 0.02%
+5,694
399
$202K 0.02%
+5,288
400
$183K 0.02%
14,765
-500
14 15
16
17 18