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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$263K 0.01%
1,088
+92
527
$263K 0.01%
9,643
528
$262K 0.01%
4,801
-2,288
529
$260K 0.01%
3,237
530
$257K 0.01%
3,840
531
$257K 0.01%
2,775
-5,130
532
$257K 0.01%
4,505
+266
533
$257K 0.01%
1,014
-87
534
$256K 0.01%
6,746
-1,369
535
$254K 0.01%
6,819
536
$253K 0.01%
2,420
-141
537
$253K 0.01%
14,452
+3,513
538
$251K 0.01%
1,273
539
$251K 0.01%
1,867
+110
540
$250K 0.01%
1,738
541
$250K 0.01%
7,860
-1,783
542
$250K 0.01%
1,267
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543
$249K 0.01%
+800
544
$249K 0.01%
3,651
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545
$249K 0.01%
1,330
-251
546
$243K 0.01%
900
547
$243K 0.01%
3,451
+12
548
$242K 0.01%
1,740
549
$241K 0.01%
+1,046
550
$239K 0.01%
6,601
20 21
22
23 24