BC

Burney Company Portfolio holdings

AUM $3.14B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.58M
3
+$6.01M
4
SU icon
Suncor Energy
SU
+$5.15M
5
DOX icon
Amdocs
DOX
+$4.28M

Top Sells

1
+$9.32M
2
+$9.22M
3
+$8.15M
4
SCI icon
Service Corp International
SCI
+$4.47M
5
UTHR icon
United Therapeutics
UTHR
+$3.75M

Sector Composition

1 Technology 18.37%
2 Industrials 16.22%
3 Financials 14.68%
4 Consumer Discretionary 11.74%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$252K 0.02%
1,164
+141
402
$250K 0.02%
4,668
+153
403
$247K 0.01%
2,088
-930
404
$246K 0.01%
6,310
405
$246K 0.01%
1,932
406
$245K 0.01%
3,342
-36
407
$244K 0.01%
9,550
408
$241K 0.01%
+3,493
409
$240K 0.01%
574
410
$231K 0.01%
6,350
411
$231K 0.01%
1,979
412
$231K 0.01%
2,590
-110
413
$231K 0.01%
3,772
+59
414
$230K 0.01%
2,875
-1,220
415
$227K 0.01%
1,847
416
$223K 0.01%
3,505
417
$217K 0.01%
+9,375
418
$216K 0.01%
+2,527
419
$216K 0.01%
3,928
+70
420
$216K 0.01%
+58
421
$215K 0.01%
14,295
+1,000
422
$211K 0.01%
7,051
-226
423
$205K 0.01%
5,343
-1,000
424
$204K 0.01%
2,300
425
$200K 0.01%
+1,113
15 16
17
18 19