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
426
$270K 0.02%
825
-435
427
$270K 0.02%
4,260
-18,783
428
$269K 0.02%
8,800
-11,215
429
$268K 0.02%
4,701
-30
430
$268K 0.02%
7,220
+1,430
431
$265K 0.02%
2,930
432
$264K 0.02%
3,165
-135
433
$262K 0.02%
3,285
+93
434
$261K 0.02%
1,475
+165
435
$258K 0.02%
5,558
436
$254K 0.02%
4,200
-9,811
437
$254K 0.02%
1,650
-185
438
$254K 0.02%
5,066
-1,206
439
$251K 0.02%
523
+2
440
$251K 0.02%
+6,141
441
$249K 0.02%
993
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442
$249K 0.02%
7,875
443
$246K 0.02%
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444
$244K 0.02%
4,936
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445
$241K 0.01%
11,284
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446
$240K 0.01%
2,230
-196
447
$237K 0.01%
58
-193
448
$235K 0.01%
20,000
449
$235K 0.01%
2,868
-604
450
$235K 0.01%
15,946
-1,655
16 17
18
19 20