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
376
$661K 0.03%
5,854
377
$660K 0.03%
6,619
+232
378
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3,618
-191
379
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9,473
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380
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863
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381
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1,189
-33
382
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7,059
-50
383
$635K 0.03%
10,637
384
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6,165
-8,015
385
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10,490
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386
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41,740
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387
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5,181
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388
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11,349
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13,158
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390
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27,907
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391
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393
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3,396
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21,400
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396
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19,395
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397
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18,135
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398
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4,728
399
$563K 0.03%
10,090
-450
400
$537K 0.03%
27,534
+112
14 15
16
17 18