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
551
$216K 0.01%
+1,084
552
$215K 0.01%
4,220
-1,300
553
$215K 0.01%
+3,229
554
$215K 0.01%
2,550
555
$214K 0.01%
2,211
-664
556
$213K 0.01%
+7,641
557
$213K 0.01%
6,632
-695
558
$213K 0.01%
1,961
-990
559
$209K 0.01%
2,064
560
$208K 0.01%
+4,403
561
$208K 0.01%
+3,840
562
$206K 0.01%
18,138
-1,979
563
$204K 0.01%
17,323
564
$203K 0.01%
+1,666
565
$202K 0.01%
+2,600
566
$202K 0.01%
+1,740
567
$201K 0.01%
+248
568
$201K 0.01%
+1,046
569
$192K 0.01%
33,268
+13,294
570
$179K 0.01%
10,548
-57
571
$159K 0.01%
29,252
+3,029
572
$120K 0.01%
10,465
573
$106K ﹤0.01%
+17,836
574
$100K ﹤0.01%
15,000
575
$97K ﹤0.01%
3,333
21 22
23
24 25