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
$2.38B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$10.7M
3
+$7.04M
4
DT icon
Dynatrace
DT
+$6.97M
5
BLDR icon
Builders FirstSource
BLDR
+$6.29M

Top Sells

1
+$9.13M
2
+$8.3M
3
+$8.07M
4
AMN icon
AMN Healthcare
AMN
+$7.02M
5
JACK icon
Jack in the Box
JACK
+$6.59M

Sector Composition

1 Technology 21.74%
2 Consumer Discretionary 13.93%
3 Healthcare 12.2%
4 Industrials 12%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$248K 0.01%
814
-42
527
$247K 0.01%
3,129
-638
528
$247K 0.01%
1,307
-436
529
$246K 0.01%
2,417
-5
530
$245K 0.01%
3,582
531
$245K 0.01%
13,027
-750
532
$242K 0.01%
1,934
-1
533
$242K 0.01%
413
534
$237K 0.01%
2,108
-323
535
$237K 0.01%
8,287
-1,518
536
$236K 0.01%
6,540
537
$235K 0.01%
18,586
-1,847
538
$232K 0.01%
11,635
-1,800
539
$232K 0.01%
5,763
-220
540
$226K 0.01%
1,452
-235
541
$224K 0.01%
16,246
542
$223K 0.01%
4,654
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543
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544
$222K 0.01%
+1,431
545
$222K 0.01%
1,110
546
$221K 0.01%
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547
$221K 0.01%
+3,551
548
$221K 0.01%
6,249
+147
549
$221K 0.01%
350
-400
550
$219K 0.01%
3,321
-911
20 21
22
23 24