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
401
$575K 0.02%
4,928
+850
402
$566K 0.02%
16,326
-13,506
403
$566K 0.02%
4,596
+1,250
404
$563K 0.02%
977
+170
405
$558K 0.02%
1,178
406
$557K 0.02%
1,857
-662
407
$557K 0.02%
14,208
-1,059
408
$552K 0.02%
3,258
+196
409
$551K 0.02%
5,669
+750
410
$548K 0.02%
926
+575
411
$548K 0.02%
5,654
412
$541K 0.02%
20,377
-21,537
413
$540K 0.02%
10,026
+1,285
414
$539K 0.02%
9,258
+265
415
$533K 0.02%
6,595
-177
416
$531K 0.02%
4,403
-675
417
$528K 0.02%
2,047
-1,763
418
$526K 0.02%
2,915
-35,177
419
$523K 0.02%
8,392
+8
420
$518K 0.02%
9,723
-47
421
$518K 0.02%
14,373
-1,278
422
$516K 0.02%
3,096
-7
423
$512K 0.02%
17,032
-1,187
424
$507K 0.02%
3,940
425
$507K 0.02%
16,127
-354
15 16
17
18 19