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
351
$765K 0.04%
5,265
+157
352
$763K 0.04%
15,113
+2,695
353
$756K 0.04%
29,282
354
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11,464
-2,490
355
$749K 0.04%
9,311
-340
356
$736K 0.03%
11,878
-152
357
$728K 0.03%
10,706
+6,777
358
$724K 0.03%
+20,402
359
$721K 0.03%
3,208
-1,145
360
$718K 0.03%
6,153
-455
361
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37,659
-52,720
362
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43,591
-13,690
363
$704K 0.03%
2,103
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364
$699K 0.03%
5,655
365
$695K 0.03%
15,274
-171
366
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2,526
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367
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12,254
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368
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6,689
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369
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6,143
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370
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3,084
-173
371
$672K 0.03%
+4,848
372
$668K 0.03%
30,037
-4,010
373
$665K 0.03%
6,594
-105
374
$664K 0.03%
30,010
-3,053
375
$664K 0.03%
10,043
-705
13 14
15
16 17