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
$1.52B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$3.52M
3
+$3.12M
4
VZ icon
Verizon
VZ
+$3.09M
5
VLO icon
Valero Energy
VLO
+$2.85M

Top Sells

1
+$4.67M
2
+$4.26M
3
+$4M
4
WOOF
VCA Inc.
WOOF
+$3.59M
5
FCFS icon
FirstCash
FCFS
+$3.02M

Sector Composition

1 Industrials 22.2%
2 Technology 14.38%
3 Financials 13.08%
4 Healthcare 11.72%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.89M 0.65%
87,188
-3,283
52
$9.85M 0.65%
149,458
-5,655
53
$9.81M 0.65%
330,686
-490
54
$9.77M 0.64%
148,402
-464
55
$9.45M 0.62%
98,763
+19,050
56
$9.34M 0.62%
83,516
-539
57
$9.29M 0.61%
104,958
-1,348
58
$9.21M 0.61%
326,770
+16,304
59
$9.16M 0.6%
61,816
-10,087
60
$9.07M 0.6%
195,302
+14,562
61
$8.76M 0.58%
73,088
-5,219
62
$8.64M 0.57%
144,374
-24,103
63
$8.48M 0.56%
128,786
-5,018
64
$8.23M 0.54%
94,978
-9,637
65
$8.23M 0.54%
355,365
+2,271
66
$8.22M 0.54%
216,464
+8,714
67
$8.03M 0.53%
131,716
+7,248
68
$7.73M 0.51%
204,500
+76
69
$7.71M 0.51%
127,062
-1,102
70
$7.61M 0.5%
82,541
-1,251
71
$7.35M 0.48%
93,585
+28,373
72
$7.34M 0.48%
57,301
-2,099
73
$7.29M 0.48%
214,322
+8,072
74
$7.22M 0.48%
194,452
-6,909
75
$7.17M 0.47%
55,577
-8,492
1 2
3
4 5