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
451
$366K 0.02%
+951
452
$361K 0.02%
8,462
+375
453
$353K 0.02%
21,208
-216
454
$351K 0.02%
2,330
455
$351K 0.02%
2,781
-73
456
$345K 0.02%
1,990
-390
457
$343K 0.02%
3,518
-42
458
$343K 0.02%
3,141
459
$340K 0.02%
11,751
+1,519
460
$340K 0.02%
8,301
-2,360
461
$336K 0.02%
18,152
-1,432
462
$332K 0.02%
13,425
463
$332K 0.02%
4,569
464
$325K 0.02%
6,936
-1,862
465
$324K 0.02%
10,623
-11,775
466
$320K 0.02%
13,010
467
$318K 0.01%
1,066
-20
468
$317K 0.01%
5,472
-275
469
$313K 0.01%
3,650
470
$310K 0.01%
+1,854
471
$309K 0.01%
3,813
472
$308K 0.01%
1,143
+7
473
$307K 0.01%
+13,435
474
$305K 0.01%
3,698
475
$304K 0.01%
1,817
-27
17 18
19
20 21