BC

Burney Company Portfolio holdings

AUM $3.21B
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.37M
3
+$6.45M
4
AAPL icon
Apple
AAPL
+$6.11M
5
LRCX icon
Lam Research
LRCX
+$3.75M

Top Sells

1
+$11.5M
2
+$9.31M
3
+$8.24M
4
LUV icon
Southwest Airlines
LUV
+$7.97M
5
VWR
VWR Corporation
VWR
+$5.54M

Sector Composition

1 Industrials 18.89%
2 Technology 16.66%
3 Financials 14.67%
4 Healthcare 12.34%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$225K 0.01%
1,980
-263
402
$223K 0.01%
4,384
+114
403
$223K 0.01%
6,705
-31,875
404
$223K 0.01%
+1,659
405
$222K 0.01%
+4,160
406
$222K 0.01%
1,123
407
$219K 0.01%
3,386
-1,020
408
$217K 0.01%
6,135
-675
409
$215K 0.01%
1,959
410
$214K 0.01%
+905
411
$213K 0.01%
15,140
-7,870
412
$210K 0.01%
4,375
413
$210K 0.01%
2,777
-513
414
$209K 0.01%
1,428
-72
415
$209K 0.01%
+2,716
416
$209K 0.01%
+605
417
$208K 0.01%
1,868
-32
418
$208K 0.01%
+4,085
419
$207K 0.01%
+6,483
420
$206K 0.01%
+2,647
421
$206K 0.01%
1,693
+22
422
$205K 0.01%
+5,229
423
$202K 0.01%
+5,048
424
$191K 0.01%
10,030
425
$186K 0.01%
12,987
+725
15 16
17
18 19