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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$681K 0.02%
1
377
$680K 0.02%
8,709
-1,041
378
$677K 0.02%
9,040
-3,377
379
$672K 0.02%
5,795
-490
380
$666K 0.02%
+36,436
381
$665K 0.02%
5,570
+280
382
$664K 0.02%
6,615
+173
383
$649K 0.02%
13,409
+2,117
384
$646K 0.02%
1,039
-104
385
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2,341
386
$625K 0.02%
5,710
-2,885
387
$620K 0.02%
5,628
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388
$618K 0.02%
8,247
-677
389
$614K 0.02%
2,728
+456
390
$612K 0.02%
6,623
-709
391
$611K 0.02%
3,945
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392
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288
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393
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6,350
-1,070
394
$604K 0.02%
+10,461
395
$601K 0.02%
39,137
+3,208
396
$586K 0.02%
1,396
-76
397
$584K 0.02%
6,529
-53,857
398
$580K 0.02%
8,554
-221
399
$577K 0.02%
+44,848
400
$576K 0.02%
9,648
-51,023
14 15
16
17 18