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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.24M
3
+$5.21M
4
CVX icon
Chevron
CVX
+$5.14M
5
PSX icon
Phillips 66
PSX
+$4.47M

Top Sells

1
+$7.17M
2
+$6.16M
3
+$4.89M
4
AZO icon
AutoZone
AZO
+$4.8M
5
HPQ icon
HP
HPQ
+$4.04M

Sector Composition

1 Technology 18.4%
2 Industrials 16.39%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
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454
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455
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456
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457
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-16,753
458
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-34,537
459
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-2,035
460
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-1,200
461
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462
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463
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-9,000
464
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-4,805
465
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-8,848
466
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-3,168
467
– –
-4,376
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