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
426
$462K 0.02%
2,692
+139
427
$462K 0.02%
18,097
-1,956
428
$459K 0.02%
13,278
-7,002
429
$457K 0.02%
11,460
-3,550
430
$453K 0.02%
18,153
-444
431
$452K 0.02%
17,530
-3,700
432
$452K 0.02%
15,811
-20,574
433
$449K 0.02%
4,377
+1,236
434
$445K 0.02%
26,289
-14,077
435
$445K 0.02%
28,500
436
$442K 0.02%
10,623
437
$441K 0.02%
10,668
438
$440K 0.02%
3,280
439
$439K 0.02%
1,687
+674
440
$435K 0.02%
7,499
-495
441
$433K 0.02%
10,267
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442
$432K 0.02%
8,999
-5,895
443
$430K 0.02%
+8,193
444
$424K 0.02%
4,865
445
$421K 0.02%
3,550
+120
446
$419K 0.02%
8,121
-180
447
$413K 0.02%
5,207
+235
448
$412K 0.02%
20,000
449
$411K 0.02%
2,097
-1,109
450
$410K 0.02%
11,984
16 17
18
19 20