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
$2.18B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12M
3
+$10.4M
4
AMN icon
AMN Healthcare
AMN
+$9.53M
5
XOM icon
Exxon Mobil
XOM
+$9.07M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$10.4M
4
IAA
IAA, Inc. Common Stock
IAA
+$8.56M
5
ANET icon
Arista Networks
ANET
+$7.76M

Sector Composition

1 Technology 20.8%
2 Financials 15.14%
3 Healthcare 15.12%
4 Industrials 12.95%
5 Consumer Discretionary 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$596K 0.03%
4,501
-72
402
$591K 0.03%
11,315
-1,881
403
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7,239
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404
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40,394
-1,525
405
$578K 0.03%
+2,319
406
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856
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407
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4,547
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408
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409
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410
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411
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3,266
412
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413
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414
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6,826
-40
415
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1
416
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417
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418
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420
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421
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52,914
422
$471K 0.02%
8,775
-2,320
423
$468K 0.02%
2,659
-2,955
424
$467K 0.02%
10,610
+2,465
425
$463K 0.02%
5,435
15 16
17
18 19