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
451
$402K 0.02%
17,104
452
$401K 0.02%
3,805
453
$399K 0.02%
8,480
454
$393K 0.02%
818
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455
$393K 0.02%
8,857
-1,277
456
$387K 0.02%
2,926
457
$387K 0.02%
3,833
+114
458
$386K 0.02%
9,085
-1,717
459
$385K 0.02%
4,420
-1,060
460
$383K 0.02%
1,610
461
$381K 0.02%
3,813
462
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5,370
-102
463
$369K 0.02%
14,845
-9,092
464
$369K 0.02%
26,793
+9,988
465
$367K 0.02%
4,330
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466
$365K 0.02%
6,075
-382
467
$365K 0.02%
2,745
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468
$363K 0.02%
13,835
-8,385
469
$362K 0.02%
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470
$359K 0.02%
3,823
-36
471
$355K 0.02%
2,703
472
$347K 0.02%
1,990
473
$345K 0.02%
14,687
-1,806
474
$331K 0.02%
14,867
-42,303
475
$330K 0.02%
8,332
17 18
19
20 21