We are live on ! Find out more
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
$2.18B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$12.4M
3
+$10M
4
AMN icon
AMN Healthcare
AMN
+$9.48M
5
XOM icon
Exxon Mobil
XOM
+$8.53M

Top Sells

1
+$13.3M
2
+$11.2M
3
+$10.4M
4
IAA
IAA, Inc. Common Stock
IAA
+$9.19M
5
KTB icon
Kontoor Brands
KTB
+$8.54M

Sector Composition

1 Technology 20.8%
2 Financials 15.14%
3 Healthcare 15.12%
4 Industrials 12.97%
5 Consumer Discretionary 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-8,903
602
– –
-5,780
603
– –
-19,190
604
– –
-202,135
605
– –
-18,783
606
– –
-3,184
607
– –
-3,000
608
– –
-12,385
609
– –
-6,200
610
– –
-97,368
611
– –
-3,624
612
– –
-1,219
613
– –
-998
614
– –
-14,027
21 22 23 24
25