BC

Burney Company Portfolio holdings

AUM $3.21B
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.72M
3
+$7.66M
4
CSX icon
CSX Corp
CSX
+$6.56M
5
ZM icon
Zoom
ZM
+$6.52M

Top Sells

1
+$10.9M
2
+$10.1M
3
+$8.69M
4
AMN icon
AMN Healthcare
AMN
+$8.6M
5
EMR icon
Emerson Electric
EMR
+$8.08M

Sector Composition

1 Technology 20.42%
2 Healthcare 15.5%
3 Financials 14.53%
4 Industrials 12.56%
5 Consumer Discretionary 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$600K 0.03%
7,244
-1,163
377
$600K 0.03%
46,335
-6,414
378
$593K 0.03%
3,647
379
$592K 0.03%
12,070
380
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10,559
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381
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5,271
-132
382
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5,537
-1,124
383
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386
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387
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2,707
390
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17,201
-1,366
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3,006
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399
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17,887
-119
400
$532K 0.03%
76,385
-30,054
14 15
16
17 18