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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
$1.62B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$7M
3
+$6.12M
4
TOL icon
Toll Brothers
TOL
+$4.19M
5
MPC icon
Marathon Petroleum
MPC
+$4.07M

Top Sells

1
+$10.1M
2
+$6.34M
3
+$5.57M
4
NOC icon
Northrop Grumman
NOC
+$5.46M
5
AAPL icon
Apple
AAPL
+$5.43M

Sector Composition

1 Industrials 18.82%
2 Technology 18.09%
3 Financials 14.37%
4 Healthcare 11.43%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$204K 0.01%
1,868
402
$203K 0.01%
5,968
-38,256
403
$202K 0.01%
3,035
-351
404
$179K 0.01%
10,185
-2,802
405
$162K 0.01%
14,225
-915
406
$122K 0.01%
11,191
-3,760
407
$116K 0.01%
+2,784
408
$102K 0.01%
32,050
-63,427
409
$34K ﹤0.01%
3,333
410
– –
-12,102
411
– –
-10,000
412
– –
-4,375
413
– –
-2,821
414
– –
-20,000
415
– –
-2,777
416
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-10,000
417
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-4,194
418
– –
-15,075
419
– –
-23,715
420
– –
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421
– –
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422
– –
-15,000
423
– –
-6,778
424
– –
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425
– –
-905
15 16
17
18 19