BC
Burney Company Portfolio holdings
AUM
$2.95B
This Quarter Return
+2.87%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$1.1B
AUM Growth
+$1.1B
(+6.9%)
Cap. Flow
+$53.2M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
14.16%
Holding
423
New
12
Increased
167
Reduced
202
Closed
26
Top Buys
| 1 |
F5
FFIV
|
$4.79M |
| 2 |
OUTR
OUTERWALL INC
OUTR
|
$4.07M |
| 3 |
Open Text
OTEX
|
$3.23M |
| 4 |
Fair Isaac
FICO
|
$3.01M |
| 5 |
Tyson Foods
TSN
|
$2.93M |
Top Sells
| 1 |
NOV
NOV
|
$1.85M |
| 2 |
Microsoft
MSFT
|
$1.77M |
| 3 |
Arch Capital
ACGL
|
$1.56M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.53M |
| 5 |
Cisco
CSCO
|
$1.23M |
Sector Composition
| 1 | Industrials | 21.65% |
| 2 | Healthcare | 14.42% |
| 3 | Technology | 13.38% |
| 4 | Consumer Discretionary | 11.98% |
| 5 | Financials | 9.12% |
