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
551
$221K 0.01%
3,442
-894
552
$216K 0.01%
+1,813
553
$216K 0.01%
1,688
-51
554
$214K 0.01%
3,079
-506
555
$214K 0.01%
2,515
+25
556
$213K 0.01%
420
557
$212K 0.01%
13,776
+399
558
$211K 0.01%
+1,169
559
$211K 0.01%
3,303
-315
560
$211K 0.01%
3,050
561
$204K 0.01%
415
562
$202K 0.01%
1,282
-124
563
$201K 0.01%
2,360
-11,912
564
$196K 0.01%
11,707
+374
565
$96K ﹤0.01%
3,200
566
$74K ﹤0.01%
3,333
567
$67K ﹤0.01%
1,125
568
$64K ﹤0.01%
548
569
$57K ﹤0.01%
15,005
570
$36K ﹤0.01%
1,000
571
$10K ﹤0.01%
13
572
– –
-330
573
– –
-3,745
574
– –
-4,534
575
– –
-3,591
21 22
23
24 25