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
126
$3.13M 0.21%
42,740
-6,287
127
$3.11M 0.21%
30,330
+17,871
128
$3.06M 0.2%
32,483
+223
129
$3.04M 0.2%
24,947
+281
130
$3.02M 0.2%
11,065
+664
131
$2.98M 0.2%
32,160
-1,738
132
$2.95M 0.19%
141,062
-2,646
133
$2.93M 0.19%
28,362
-2,310
134
$2.89M 0.19%
42,568
-4,745
135
$2.89M 0.19%
52,318
-44,687
136
$2.86M 0.19%
20,886
-798
137
$2.84M 0.19%
14,552
+1,042
138
$2.79M 0.18%
22,387
-135
139
$2.71M 0.18%
26,159
-10,518
140
$2.69M 0.18%
35,628
-132
141
$2.64M 0.17%
27,142
+6,632
142
$2.62M 0.17%
16,477
-3,254
143
$2.55M 0.17%
64,183
+7,268
144
$2.53M 0.17%
27,139
-1,371
145
$2.48M 0.16%
18,705
+207
146
$2.47M 0.16%
19,587
+47
147
$2.43M 0.16%
80,775
-49,717
148
$2.4M 0.16%
40,717
+9,135
149
$2.4M 0.16%
68,642
+27,057
150
$2.33M 0.15%
13,031
-28
4 5
6
7 8