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
426
$461K 0.02%
20,625
427
$459K 0.02%
1,031
428
$456K 0.02%
6,304
+2,449
429
$455K 0.02%
3,805
430
$453K 0.02%
7,370
+2,175
431
$445K 0.02%
2,965
432
$439K 0.02%
20,749
-9,097
433
$430K 0.02%
7,170
434
$427K 0.02%
16,842
-11,377
435
$426K 0.02%
50,971
-10,309
436
$425K 0.02%
18,074
-1,245
437
$424K 0.02%
4,915
438
$423K 0.02%
5,041
+586
439
$420K 0.02%
2,775
440
$411K 0.02%
1
441
$411K 0.02%
3,077
442
$409K 0.02%
4,672
443
$409K 0.02%
4,947
444
$393K 0.02%
3,101
-13
445
$381K 0.02%
25,371
+1,116
446
$381K 0.02%
1,610
-174
447
$380K 0.02%
8,451
448
$379K 0.02%
3,280
449
$372K 0.02%
3,926
+14
450
$368K 0.02%
11,341
-769
16 17
18
19 20