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
76
$8.19M 0.38%
260,025
-7,551
77
$8.08M 0.37%
55,768
-34
78
$7.95M 0.37%
43,494
-7,130
79
$7.92M 0.36%
26,279
-2,288
80
$7.88M 0.36%
349,980
-1,596
81
$7.8M 0.36%
51,041
+135
82
$7.79M 0.36%
89,429
-2,633
83
$7.74M 0.36%
34,149
-56,615
84
$7.63M 0.35%
219,285
-2,600
85
$7.47M 0.34%
39,647
+593
86
$7.36M 0.34%
200,739
-2,516
87
$7.24M 0.33%
39,500
-39
88
$7.24M 0.33%
111,651
+2,010
89
$7.17M 0.33%
191,579
-4,313
90
$7.17M 0.33%
26,255
-242
91
$7.16M 0.33%
200,868
-3,673
92
$7.06M 0.32%
5,144
-47
93
$7M 0.32%
328,037
-6,996
94
$6.95M 0.32%
33,845
+1,065
95
$6.82M 0.31%
51,824
-13,128
96
$6.82M 0.31%
2,903
-99
97
$6.8M 0.31%
142,817
-62,443
98
$6.75M 0.31%
43,005
-983
99
$6.65M 0.31%
53,388
+502
100
$6.64M 0.31%
79,717
-8,168
2 3
4
5 6