BC

Burney Company Portfolio holdings

AUM $3.21B
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.96M
3
+$6.53M
4
CACI icon
CACI
CACI
+$6.08M
5
CAH icon
Cardinal Health
CAH
+$3.77M

Top Sells

1
+$15.2M
2
+$10.7M
3
+$4.99M
4
MOH icon
Molina Healthcare
MOH
+$4.97M
5
CF icon
CF Industries
CF
+$4.88M

Sector Composition

1 Industrials 20.02%
2 Healthcare 14.34%
3 Technology 13.26%
4 Consumer Discretionary 12.83%
5 Financials 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
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