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
$2.18B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12M
3
+$10.4M
4
AMN icon
AMN Healthcare
AMN
+$9.53M
5
XOM icon
Exxon Mobil
XOM
+$9.07M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$10.4M
4
IAA
IAA, Inc. Common Stock
IAA
+$8.56M
5
ANET icon
Arista Networks
ANET
+$7.76M

Sector Composition

1 Technology 20.8%
2 Financials 15.14%
3 Healthcare 15.12%
4 Industrials 12.95%
5 Consumer Discretionary 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.07M 0.1%
43,308
+7,978
227
$2.07M 0.1%
26,347
+19,599
228
$2.06M 0.09%
46,035
+27,593
229
$2.06M 0.09%
16,732
+1,650
230
$2.04M 0.09%
4,512
-1,003
231
$2.03M 0.09%
8,931
-343
232
$2M 0.09%
38,823
-95,396
233
$2M 0.09%
33,011
-8,967
234
$2M 0.09%
+47,065
235
$1.98M 0.09%
24,928
+9,660
236
$1.98M 0.09%
+30,437
237
$1.97M 0.09%
7,597
-65
238
$1.96M 0.09%
32,313
-15,522
239
$1.93M 0.09%
13,057
-390
240
$1.92M 0.09%
5,285
-250
241
$1.9M 0.09%
10,604
242
$1.89M 0.09%
29,458
+25,955
243
$1.88M 0.09%
20,712
+15,186
244
$1.83M 0.08%
44,343
-4,389
245
$1.83M 0.08%
26,710
-28,055
246
$1.81M 0.08%
9,175
-2,080
247
$1.79M 0.08%
9,203
+324
248
$1.79M 0.08%
21,265
+137
249
$1.79M 0.08%
26,728
-1,903
250
$1.77M 0.08%
18,283
-848
8 9
10
11 12