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
301
$1.24M 0.06%
9,476
-41
302
$1.21M 0.06%
27,473
+4,497
303
$1.21M 0.06%
8,835
-321
304
$1.2M 0.06%
21,535
+202
305
$1.19M 0.05%
11,605
+175
306
$1.19M 0.05%
66,805
+1,002
307
$1.18M 0.05%
2,893
-17
308
$1.18M 0.05%
15,273
-4,846
309
$1.17M 0.05%
2,275
-25
310
$1.17M 0.05%
+21,325
311
$1.14M 0.05%
10,092
-1,161
312
$1.12M 0.05%
10,458
-95
313
$1.11M 0.05%
13,101
-578
314
$1.11M 0.05%
9,381
-369
315
$1.11M 0.05%
38,377
-9,472
316
$1.11M 0.05%
13,061
+45
317
$1.1M 0.05%
21,840
+1,812
318
$1.1M 0.05%
12,971
-544
319
$1.1M 0.05%
15,308
-107
320
$1.09M 0.05%
8,806
-3,062
321
$1.08M 0.05%
30,528
-162,526
322
$1.08M 0.05%
7,103
+68
323
$1.05M 0.05%
36,918
+1,164
324
$1.04M 0.05%
27,219
-223,628
325
$1.04M 0.05%
7,448
-70
11 12
13
14 15