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
501
$263K 0.01%
6,200
502
$262K 0.01%
7,921
-29,603
503
$261K 0.01%
3,290
504
$260K 0.01%
2,923
505
$260K 0.01%
1,126
-30
506
$259K 0.01%
5,340
507
$258K 0.01%
1,713
+109
508
$258K 0.01%
978
-145
509
$256K 0.01%
+2,015
510
$255K 0.01%
16,469
-8,454
511
$254K 0.01%
1,613
-15
512
$254K 0.01%
7,875
513
$252K 0.01%
3,718
-72
514
$250K 0.01%
3,503
515
$249K 0.01%
13,771
-502
516
$249K 0.01%
7,594
-4,678
517
$249K 0.01%
7,976
518
$245K 0.01%
6,113
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519
$244K 0.01%
3,970
520
$244K 0.01%
3,296
-196
521
$244K 0.01%
7,794
+2,392
522
$243K 0.01%
13,152
523
$242K 0.01%
325
-13
524
$242K 0.01%
11,963
-11,209
525
$242K 0.01%
1,701
19 20
21
22 23