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

Top Buys

1
+$6.2M
2
+$3.53M
3
+$3.34M
4
VZ icon
Verizon
VZ
+$3.18M
5
VLO icon
Valero Energy
VLO
+$2.88M

Top Sells

1
+$4.41M
2
+$4.19M
3
+$4M
4
WOOF
VCA Inc.
WOOF
+$3.53M
5
WKC icon
World Kinect Corp
WKC
+$3.31M

Sector Composition

1 Industrials 22.23%
2 Technology 14.36%
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
376
$202K 0.01%
+980
377
$164K 0.01%
22,801
-631
378
$142K 0.01%
11,515
379
$37K ﹤0.01%
13,715
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