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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.46M
3
+$6.14M
4
ZG icon
Zillow
ZG
+$5.87M
5
INGR icon
Ingredion
INGR
+$5.83M

Top Sells

1
+$9.08M
2
+$7.84M
3
+$7.43M
4
ACN icon
Accenture
ACN
+$7.09M
5
KMB icon
Kimberly-Clark
KMB
+$6.44M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$400K 0.02%
4,093
-150
377
$394K 0.02%
4,449
+214
378
$394K 0.02%
35,143
-5,847
379
$390K 0.02%
+22,728
380
$388K 0.02%
31,380
-297
381
$386K 0.02%
3,078
-133
382
$382K 0.02%
19,100
-650
383
$380K 0.02%
12,244
-409
384
$380K 0.02%
3,914
-42
385
$379K 0.02%
20,135
+1,106
386
$368K 0.02%
1,328
387
$367K 0.02%
3,590
+300
388
$364K 0.02%
8,602
-2,693
389
$363K 0.02%
7,780
-176
390
$363K 0.02%
15,448
-3,080
391
$359K 0.02%
4,616
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392
$353K 0.02%
3,115
393
$350K 0.02%
948
+70
394
$350K 0.02%
11,385
-915
395
$349K 0.02%
+7,439
396
$347K 0.02%
14,942
+999
397
$347K 0.02%
+11,500
398
$345K 0.02%
3,306
399
$344K 0.02%
9,402
-395
400
$343K 0.02%
6,030
-1,770
14 15
16
17 18