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
476
$304K 0.01%
1,122
477
$302K 0.01%
+952
478
$301K 0.01%
5,730
479
$298K 0.01%
900
480
$297K 0.01%
3,700
-200
481
$296K 0.01%
6,288
-1,506
482
$295K 0.01%
1,754
+10
483
$295K 0.01%
13,836
484
$294K 0.01%
3,654
-208
485
$294K 0.01%
2,427
486
$293K 0.01%
8,299
+1,045
487
$287K 0.01%
+3,678
488
$283K 0.01%
4,384
-13,410
489
$281K 0.01%
825
490
$278K 0.01%
58
491
$277K 0.01%
17,034
492
$276K 0.01%
4,030
493
$273K 0.01%
882
+39
494
$271K 0.01%
4,660
-150
495
$271K 0.01%
4,820
496
$271K 0.01%
4,200
497
$268K 0.01%
9,728
-2,676
498
$267K 0.01%
+6,722
499
$266K 0.01%
+1,583
500
$266K 0.01%
5,442
-340
18 19
20
21 22