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
426
$498K 0.02%
9,515
+896
427
$497K 0.02%
1,676
428
$495K 0.02%
4,776
-1,291
429
$490K 0.02%
15,626
+3,186
430
$487K 0.02%
2,285
-391
431
$486K 0.02%
11,612
-813
432
$481K 0.02%
3,364
433
$477K 0.02%
2,740
-150
434
$476K 0.02%
+3,578
435
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1,116
-100
436
$473K 0.02%
1,259
+46
437
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8,656
438
$466K 0.02%
6,525
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439
$463K 0.02%
13,780
-1,905
440
$442K 0.02%
638
441
$441K 0.02%
+9,242
442
$441K 0.02%
1,307
-91
443
$441K 0.02%
847
-7
444
$439K 0.02%
720
+120
445
$437K 0.02%
15,185
-4,147
446
$436K 0.02%
3,559
+1,510
447
$434K 0.02%
2,478
-2,013
448
$433K 0.02%
53
-2
449
$432K 0.02%
3,820
450
$428K 0.02%
10,495
-114,083
16 17
18
19 20