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
451
$426K 0.02%
1,193
-540
452
$424K 0.02%
1,720
+602
453
$415K 0.01%
8,679
-4
454
$412K 0.01%
2,040
+646
455
$402K 0.01%
3,999
+258
456
$400K 0.01%
11,835
-1,201
457
$399K 0.01%
4,997
-21
458
$398K 0.01%
1,802
-1,880
459
$395K 0.01%
22,670
-200
460
$394K 0.01%
+4,780
461
$389K 0.01%
15,225
-9,406
462
$388K 0.01%
1,131
-185
463
$388K 0.01%
2,251
+674
464
$385K 0.01%
11,804
465
$385K 0.01%
+1,815
466
$379K 0.01%
1,959
-48
467
$377K 0.01%
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-127
468
$377K 0.01%
2,184
469
$371K 0.01%
1,861
-121
470
$370K 0.01%
2,362
-17
471
$370K 0.01%
1,981
472
$370K 0.01%
1,984
-40
473
$367K 0.01%
4,820
474
$366K 0.01%
9,049
-68,033
475
$365K 0.01%
3,387
17 18
19
20 21