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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
$1.1B
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.83M
3
+$3.01M
4
DLX icon
Deluxe
DLX
+$2.79M
5
PETM
PETSMART INC
PETM
+$2.63M

Top Sells

1
+$1.81M
2
+$1.62M
3
+$1.56M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
CSCO icon
Cisco
CSCO
+$1.21M

Sector Composition

1 Industrials 22.13%
2 Healthcare 14.42%
3 Technology 12.93%
4 Consumer Discretionary 11.98%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-5,623
402
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-9,365
403
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-5,531
404
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-3,840
405
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-6,543
406
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-897
407
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-27,465
408
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-1,000
409
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-6,391
410
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-5,575
411
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-14,601
412
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-6,714
413
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-4,876
414
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-7,644
415
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-25,416
416
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-4,328
417
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-10,689
418
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-78,225
419
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420
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421
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-1,644
422
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-6,653
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