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
76
$6.13M 0.38%
240,429
-30,557
77
$6.13M 0.38%
69,980
-5,185
78
$6.07M 0.38%
52,221
-25,267
79
$6.03M 0.37%
346,458
+79,649
80
$5.98M 0.37%
17,853
-6,345
81
$5.95M 0.37%
+134,049
82
$5.93M 0.37%
60,480
+20,743
83
$5.85M 0.36%
53,955
-7,425
84
$5.81M 0.36%
224,307
-513
85
$5.8M 0.36%
165,185
+11,007
86
$5.77M 0.36%
26,019
-2,004
87
$5.6M 0.35%
88,660
-1,558
88
$5.57M 0.35%
+230,117
89
$5.54M 0.34%
28,138
-11,117
90
$5.54M 0.34%
37,124
-639
91
$5.38M 0.33%
37,443
+24,945
92
$5.27M 0.33%
188,999
+30,715
93
$5.18M 0.32%
47,848
-3,251
94
$5.14M 0.32%
80,921
+2,795
95
$5.13M 0.32%
57,126
+7,400
96
$5.1M 0.32%
80,352
-3,627
97
$5.09M 0.32%
96,090
-1,219
98
$5.05M 0.31%
80,030
-35
99
$4.93M 0.31%
36,842
+6,166
100
$4.93M 0.31%
33,534
-1,705
2 3
4
5 6