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
$2.13B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$7.21M
4
ICLR icon
Icon
ICLR
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$7.9M
2
+$5.52M
3
+$5.46M
4
HBI
Hanesbrands
HBI
+$4.81M
5
SNBR icon
Sleep Number
SNBR
+$4.29M

Sector Composition

1 Technology 20.18%
2 Financials 16.2%
3 Consumer Discretionary 14.2%
4 Industrials 12.81%
5 Healthcare 12.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.53M 0.07%
5,922
-1,788
252
$1.52M 0.07%
+48,436
253
$1.49M 0.07%
5,082
-54
254
$1.47M 0.07%
29,642
-906
255
$1.47M 0.07%
18,733
-369
256
$1.44M 0.07%
21,559
-120
257
$1.44M 0.07%
28,795
-640
258
$1.42M 0.07%
7,086
-238
259
$1.4M 0.07%
11,467
-155
260
$1.4M 0.07%
+22,572
261
$1.39M 0.07%
+47,716
262
$1.39M 0.07%
66,195
-1,355
263
$1.38M 0.06%
66,515
+2,868
264
$1.38M 0.06%
67,523
-17,733
265
$1.37M 0.06%
9,607
-738
266
$1.37M 0.06%
23,949
-217
267
$1.37M 0.06%
7,806
+880
268
$1.36M 0.06%
49,883
-85
269
$1.35M 0.06%
65,856
+54,006
270
$1.32M 0.06%
20,557
-797
271
$1.32M 0.06%
3,394
-4
272
$1.32M 0.06%
21,128
-618
273
$1.31M 0.06%
6,713
274
$1.31M 0.06%
15,378
+429
275
$1.3M 0.06%
18,126
-592
9 10
11
12 13