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
526
$240K 0.01%
5,713
527
$239K 0.01%
3,902
528
$239K 0.01%
+7,035
529
$235K 0.01%
+2,475
530
$234K 0.01%
1,992
-229
531
$234K 0.01%
9,550
532
$233K 0.01%
14,315
533
$230K 0.01%
2,845
534
$230K 0.01%
4,598
535
$230K 0.01%
2,805
536
$230K 0.01%
4,520
537
$229K 0.01%
3,294
-25
538
$227K 0.01%
1,255
539
$226K 0.01%
7,248
540
$224K 0.01%
6,189
-4,600
541
$221K 0.01%
2,831
-1
542
$217K 0.01%
+6,735
543
$216K 0.01%
5,432
-547
544
$214K 0.01%
832
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545
$214K 0.01%
321
546
$214K 0.01%
3,050
-100
547
$213K 0.01%
4,534
-382
548
$212K 0.01%
6,475
549
$208K 0.01%
2,330
550
$208K 0.01%
3,795
20 21
22
23 24