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
$2.13B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$7.21M
4
ICLR icon
Icon
ICLR
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$7.9M
2
+$5.52M
3
+$5.46M
4
HBI
Hanesbrands
HBI
+$4.81M
5
SNBR icon
Sleep Number
SNBR
+$4.29M

Sector Composition

1 Technology 20.18%
2 Financials 16.2%
3 Consumer Discretionary 14.2%
4 Industrials 12.81%
5 Healthcare 12.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.08M 0.38%
24,118
-268
77
$7.82M 0.37%
269,175
+5,564
78
$7.81M 0.37%
363,824
-16,560
79
$7.71M 0.36%
127,699
-655
80
$7.71M 0.36%
179,163
-4,251
81
$7.67M 0.36%
211,173
-5,988
82
$7.63M 0.36%
51,997
-125
83
$7.58M 0.36%
66,587
-200
84
$7.54M 0.35%
383,176
-3,432
85
$7.52M 0.35%
28,703
-555
86
$7.42M 0.35%
110,734
+29
87
$7.4M 0.35%
90,332
+1,807
88
$7.36M 0.35%
382,329
+37,826
89
$7.3M 0.34%
109,224
+2,930
90
$7.28M 0.34%
123,711
+70,243
91
$7.2M 0.34%
208,863
-5,692
92
$7.2M 0.34%
5,224
-42
93
$7.08M 0.33%
45,547
-441
94
$7.05M 0.33%
59,046
-990
95
$7.03M 0.33%
92,250
+11,641
96
$7M 0.33%
202,392
-2,941
97
$6.98M 0.33%
2,941
-189
98
$6.92M 0.33%
147,365
+27,449
99
$6.9M 0.32%
45,419
+1,735
100
$6.82M 0.32%
42,196
-361
2 3
4
5 6