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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
451
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-6,135
452
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-42,240
453
– –
-54
454
– –
-47,759
455
– –
-5,739
456
– –
-6,600
457
– –
-1,659
458
– –
-1,693
459
– –
-4,410
460
– –
-62,543
461
– –
-6,537
15 16 17 18
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