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
276
$1.52M 0.07%
5,059
-1,023
277
$1.51M 0.07%
45,695
+546
278
$1.48M 0.07%
6,906
-203
279
$1.47M 0.07%
+8,948
280
$1.46M 0.07%
7,923
-15
281
$1.46M 0.07%
3,343
-22
282
$1.45M 0.07%
4,465
-2,884
283
$1.42M 0.07%
54,696
+2,353
284
$1.41M 0.06%
15,276
-85
285
$1.4M 0.06%
47,546
+483
286
$1.4M 0.06%
19,009
-1,384
287
$1.38M 0.06%
23,648
+2,994
288
$1.37M 0.06%
29,851
-3,703
289
$1.37M 0.06%
4,892
290
$1.37M 0.06%
+3,432
291
$1.36M 0.06%
15,215
-328
292
$1.36M 0.06%
12,272
-110
293
$1.35M 0.06%
28,746
+157
294
$1.32M 0.06%
65,782
-2,390
295
$1.31M 0.06%
8,114
-857
296
$1.3M 0.06%
24,434
-32,867
297
$1.28M 0.06%
2,217
-133
298
$1.26M 0.06%
+81,092
299
$1.25M 0.06%
16,515
+140
300
$1.24M 0.06%
6,713
10 11
12
13 14