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
401
$533K 0.03%
3,567
+77
402
$532K 0.03%
8,402
-75
403
$519K 0.02%
3,708
-83
404
$518K 0.02%
17,498
-277
405
$517K 0.02%
10,668
406
$514K 0.02%
7,591
-170
407
$512K 0.02%
3,266
-233
408
$509K 0.02%
5,224
+270
409
$507K 0.02%
8,774
-1,400
410
$505K 0.02%
18,462
411
$497K 0.02%
1,468
-199
412
$495K 0.02%
20,384
-3,792
413
$487K 0.02%
+12,031
414
$480K 0.02%
28,500
+3,275
415
$480K 0.02%
8,680
416
$474K 0.02%
3,490
417
$469K 0.02%
+12,342
418
$468K 0.02%
7,994
419
$468K 0.02%
7,995
-19,678
420
$465K 0.02%
20,000
421
$464K 0.02%
+8,840
422
$461K 0.02%
2,926
-264
423
$461K 0.02%
8,765
-150
424
$461K 0.02%
17,894
+3,990
425
$461K 0.02%
2,108
+15
15 16
17
18 19