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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.46M
3
+$6.14M
4
ZG icon
Zillow
ZG
+$5.87M
5
INGR icon
Ingredion
INGR
+$5.83M

Top Sells

1
+$9.08M
2
+$7.84M
3
+$7.43M
4
ACN icon
Accenture
ACN
+$7.09M
5
KMB icon
Kimberly-Clark
KMB
+$6.44M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$337K 0.02%
7,173
+6
402
$337K 0.02%
4,494
-18
403
$335K 0.02%
3,013
404
$335K 0.02%
+13,271
405
$330K 0.02%
+7,815
406
$330K 0.02%
3,265
-149
407
$327K 0.02%
5,656
+1,008
408
$324K 0.02%
1,557
-89
409
$321K 0.02%
15,389
-600
410
$320K 0.02%
1
411
$310K 0.02%
2,915
412
$305K 0.02%
10,146
+2,688
413
$305K 0.02%
5,301
-11
414
$300K 0.02%
15,801
-2,927
415
$300K 0.02%
13,641
-2,441
416
$299K 0.02%
9,742
-1,359
417
$295K 0.02%
8,168
-6,830
418
$292K 0.02%
4,942
+1,216
419
$287K 0.02%
6,101
-428
420
$285K 0.02%
23,840
-673
421
$285K 0.02%
+7,425
422
$277K 0.02%
4,838
423
$276K 0.02%
7,536
-204
424
$271K 0.02%
8,262
-713
425
$271K 0.02%
1,538
-14
15 16
17
18 19