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
51
$8.39M 0.52%
+39,022
52
$7.96M 0.49%
64,876
+13,371
53
$7.66M 0.47%
163,246
+6,923
54
$7.66M 0.47%
+75,388
55
$7.61M 0.47%
45,903
-4,608
56
$7.59M 0.47%
127,651
-14,071
57
$7.4M 0.46%
212,466
+2,694
58
$7.34M 0.45%
34,415
+658
59
$7.27M 0.45%
96,116
+71,826
60
$7.18M 0.44%
120,414
-4,617
61
$7.16M 0.44%
122,409
+10,671
62
$7.02M 0.44%
44,621
-54,165
63
$6.81M 0.42%
432,447
+43,302
64
$6.8M 0.42%
99,400
-2,425
65
$6.67M 0.41%
124,790
+37,553
66
$6.63M 0.41%
125,437
-8,361
67
$6.49M 0.4%
334,970
+698
68
$6.47M 0.4%
58,486
+8,240
69
$6.35M 0.39%
75,631
-2,274
70
$6.35M 0.39%
42,639
-1,438
71
$6.34M 0.39%
6,570
-487
72
$6.29M 0.39%
58,739
-5,896
73
$6.25M 0.39%
184,207
-24,978
74
$6.24M 0.39%
128,706
-65,124
75
$6.16M 0.38%
60,719
+20,438
1 2
3
4 5