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

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$206K 0.01%
+5,340
477
$206K 0.01%
+1,555
478
$205K 0.01%
21,250
-1,500
479
$203K 0.01%
12,000
-7,050
480
$203K 0.01%
4,116
-224
481
$202K 0.01%
+2,468
482
$202K 0.01%
1,975
-275
483
$202K 0.01%
+3,816
484
$201K 0.01%
7,407
-6,801
485
$201K 0.01%
1,492
486
$200K 0.01%
7,709
-2,484
487
$160K 0.01%
13,836
-2,601
488
$146K 0.01%
26,996
+460
489
$126K 0.01%
+13,775
490
$109K 0.01%
11,649
-175
491
$108K 0.01%
10,034
-17,884
492
$98K 0.01%
11,325
+49
493
$77K ﹤0.01%
3,200
494
$68K ﹤0.01%
13,000
495
$50K ﹤0.01%
15,000
496
$27K ﹤0.01%
12,156
-11,276
497
$25K ﹤0.01%
25,500
-1,500
498
$24K ﹤0.01%
13,300
499
$15K ﹤0.01%
3,333
500
– –
-21,084
18 19
20
21 22