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
501
$278K 0.01%
4,267
-67
502
$278K 0.01%
+3,879
503
$273K 0.01%
9,019
-1,019
504
$272K 0.01%
5,970
505
$270K 0.01%
1,009
-18
506
$268K 0.01%
4,820
507
$267K 0.01%
2,845
508
$267K 0.01%
1,794
+43
509
$267K 0.01%
5,340
510
$265K 0.01%
3,521
-18
511
$265K 0.01%
19,506
-4,439
512
$262K 0.01%
825
513
$261K 0.01%
3,409
-1,488
514
$260K 0.01%
5,633
+204
515
$260K 0.01%
7,451
-115
516
$260K 0.01%
+997
517
$259K 0.01%
4,066
-2,820
518
$259K 0.01%
4,030
519
$259K 0.01%
58
520
$255K 0.01%
4,598
521
$255K 0.01%
1,992
522
$253K 0.01%
2,540
+107
523
$252K 0.01%
5,940
524
$251K 0.01%
4,200
525
$249K 0.01%
5,250
19 20
21
22 23