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BC

Burney Company Portfolio holdings

AUM $3.2B
1-Year Est. Return 27.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.27%
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
+$15.9M
2
+$10.6M
3
+$6.78M
4
DT icon
Dynatrace
DT
+$6.44M
5
BLDR icon
Builders FirstSource
BLDR
+$5M

Top Sells

1
+$9.15M
2
+$8.01M
3
+$7.42M
4
AMN icon
AMN Healthcare
AMN
+$6.71M
5
JACK icon
Jack in the Box
JACK
+$5.71M

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
576
$92.7K ﹤0.01%
16,710
-100
577
$83.9K ﹤0.01%
18,809
578
$37.6K ﹤0.01%
10,000
579
– –
-5,554
580
– –
-10,260
581
– –
-4,380
582
– –
-23,000
583
– –
-82,710
584
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-2,401
585
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-1,197
586
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-3,400
587
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-1,156
588
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-18,425
589
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-16,158
590
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-3,125
591
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-6,271
592
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-12,444
593
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-3,656
594
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-2,215
595
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-11,023
596
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-12,701
597
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-3,500
598
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-7,710
599
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600
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-38,517
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