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
26
$15.2M 0.7%
128,738
+12,414
27
$15M 0.69%
247,745
-6,570
28
$14.5M 0.67%
161,834
-37,556
29
$14.3M 0.65%
47,641
-660
30
$14.2M 0.65%
172,090
+1,350
31
$14.2M 0.65%
49,630
-137
32
$14M 0.64%
45,107
-1,173
33
$13.6M 0.63%
326,049
+44,037
34
$13.6M 0.62%
98,068
+10,843
35
$13.4M 0.62%
249,440
-29,220
36
$13.2M 0.61%
28,306
-1,554
37
$13.1M 0.6%
28,775
-3,851
38
$13.1M 0.6%
31,571
+55
39
$12.9M 0.59%
238,771
+47,933
40
$12.8M 0.59%
97,551
-14,011
41
$12.7M 0.58%
57,087
-20,917
42
$12.7M 0.58%
82,800
-7
43
$12.6M 0.58%
44,248
-701
44
$12.2M 0.56%
311,373
-2,202
45
$12M 0.55%
74,087
-720
46
$11.9M 0.55%
136,312
-1,482
47
$11.9M 0.54%
53,278
-168
48
$11.8M 0.54%
53,161
-17,500
49
$11.5M 0.53%
48,201
-353
50
$11.5M 0.53%
47,388
-434
1
2
3 4 5