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
526
$246K 0.01%
13,152
527
$246K 0.01%
3,640
+150
528
$245K 0.01%
2,692
-3,931
529
$244K 0.01%
798
-19
530
$244K 0.01%
9,550
531
$241K 0.01%
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532
$240K 0.01%
1,592
-21
533
$240K 0.01%
7,000
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534
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+7,976
535
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536
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537
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538
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539
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540
$231K 0.01%
14,915
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541
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542
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3,186
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544
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545
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546
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547
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3,626
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548
$223K 0.01%
2,527
549
$223K 0.01%
1,110
550
$222K 0.01%
8,917
-1,080
20 21
22
23 24