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
476
$362K 0.01%
1,294
-119
477
$359K 0.01%
9,998
-2,314
478
$357K 0.01%
+2,952
479
$355K 0.01%
3,501
480
$352K 0.01%
1,060
481
$351K 0.01%
13,171
-31,733
482
$347K 0.01%
2,045
+120
483
$345K 0.01%
24,943
-1,630
484
$341K 0.01%
4,475
-263
485
$339K 0.01%
9,947
486
$336K 0.01%
1,010
-81
487
$335K 0.01%
2,354
488
$334K 0.01%
5,522
-8,115
489
$333K 0.01%
2,764
-35
490
$330K 0.01%
+1,129
491
$326K 0.01%
5,117
492
$325K 0.01%
11,668
-9,752
493
$325K 0.01%
4,375
-3,741
494
$321K 0.01%
7,999
-3,848
495
$314K 0.01%
3,643
496
$308K 0.01%
5,648
-600
497
$307K 0.01%
2,963
+347
498
$306K 0.01%
10,485
499
$304K 0.01%
4,302
-15,045
500
$302K 0.01%
4,673
-30
18 19
20
21 22