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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.24M
3
+$5.21M
4
CVX icon
Chevron
CVX
+$5.14M
5
PSX icon
Phillips 66
PSX
+$4.47M

Top Sells

1
+$7.17M
2
+$6.16M
3
+$4.89M
4
AZO icon
AutoZone
AZO
+$4.8M
5
HPQ icon
HP
HPQ
+$4.04M

Sector Composition

1 Technology 18.4%
2 Industrials 16.39%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$320K 0.02%
5,420
-675
377
$320K 0.02%
5,942
+219
378
$318K 0.02%
1
379
$317K 0.02%
3,112
-36
380
$317K 0.02%
1,932
-60
381
$316K 0.02%
4,240
382
$311K 0.02%
5,580
-2,125
383
$308K 0.02%
4,095
+205
384
$299K 0.02%
6,348
-255
385
$298K 0.02%
21,161
+243
386
$290K 0.02%
3,028
-80
387
$290K 0.02%
14,813
+694
388
$288K 0.02%
1,693
-45
389
$287K 0.02%
2,767
-40
390
$283K 0.02%
5,558
391
$283K 0.02%
1,690
-435
392
$282K 0.02%
+4,974
393
$279K 0.02%
1,782
-185
394
$278K 0.02%
4,359
+1,067
395
$273K 0.02%
5,450
-964
396
$270K 0.02%
6,734
+956
397
$268K 0.02%
1,847
398
$266K 0.02%
13,636
399
$265K 0.02%
2,462
400
$264K 0.02%
7,857
-4,883
14 15
16
17 18