We are live on ! Find out more
BC

Burney Company Portfolio holdings

AUM $3.2B
1-Year Est. Return 27.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.27%
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
+$4M
2
+$2.74M
3
+$2.15M
4
TAL
TAL INTERNATIONAL GROUP, INC.
TAL
+$1.8M
5
UTHR icon
United Therapeutics
UTHR
+$1.61M

Top Sells

1
+$3.52M
2
+$1.03M
3
+$1M
4
YUM icon
Yum! Brands
YUM
+$885K
5
BHI
Baker Hughes
BHI
+$882K

Sector Composition

1 Industrials 20.54%
2 Healthcare 14.95%
3 Technology 12.42%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$114K 0.01%
+13,200
402
$73K 0.01%
4,471
403
$66K 0.01%
10,330
404
$46K 0.01%
1,014
+254
405
$17K ﹤0.01%
+1,000
406
– –
-14,368
407
– –
-24,470
408
– –
-10,386
409
– –
-6,009
410
– –
-3,400
411
– –
-12,751
412
– –
-16,485
413
– –
-4,033
414
– –
-5,057
415
– –
-8,368
416
– –
-4,699
417
– –
-6,605
418
– –
-100
419
– –
-2,256
420
– –
-6,501
421
– –
-6,128
422
– –
-6,100
423
– –
-31,967
424
– –
-1,000
425
– –
-30
14 15 16
17
18