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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
$1.46B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.28M
3
+$7.12M
4
AET
Aetna Inc
AET
+$6.51M
5
PH icon
Parker-Hannifin
PH
+$6.28M

Top Sells

1
+$10.2M
2
+$8.35M
3
+$3.78M
4
COP icon
ConocoPhillips
COP
+$3.15M
5
TAL
TAL INTERNATIONAL GROUP, INC.
TAL
+$2.89M

Sector Composition

1 Industrials 19.49%
2 Healthcare 16.12%
3 Technology 13.16%
4 Consumer Discretionary 11.74%
5 Financials 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$85K 0.01%
15,047
-5,612
402
$46K ﹤0.01%
10,000
403
$44K ﹤0.01%
+15,500
404
– –
-8,874
405
– –
-945
406
– –
-13,987
407
– –
-8,080
408
– –
-2,646
409
– –
-18,990
410
– –
-3,956
411
– –
-4,225
412
– –
-3,085
413
– –
-7,275
414
– –
-4,246
415
– –
-4,282
416
– –
-4,200
417
– –
-6,573
418
– –
-64,121
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