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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
$1.26B
AUM Growth
+$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$5.97M
3
+$3.76M
4
GEN icon
Gen Digital
GEN
+$3.57M
5
DE icon
Deere & Co
DE
+$3.1M

Top Sells

1
+$4.02M
2
+$4.01M
3
+$3.39M
4
CSH
CASH AMERICA INTERNATIONAL INC
CSH
+$3.26M
5
CSGS
CSG Systems International
CSGS
+$2.68M

Sector Composition

1 Industrials 19.46%
2 Healthcare 14.6%
3 Technology 13.72%
4 Financials 12.12%
5 Consumer Discretionary 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-16,271
402
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-8,784
403
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-4,512
404
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-10,156
405
– –
-3,512
406
– –
-4,195
407
– –
-10,412
408
– –
-3,350
409
– –
-5,081
410
– –
-28,363
411
– –
-5,950
412
– –
-3,080
413
– –
-31,777
414
– –
-1,765
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