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
126
$4.77M 0.22%
64,839
+3,685
127
$4.76M 0.22%
80,051
-1,464
128
$4.67M 0.21%
+191,756
129
$4.64M 0.21%
110,786
-5,861
130
$4.62M 0.21%
18,386
+762
131
$4.54M 0.21%
162,471
-17,292
132
$4.53M 0.21%
28,580
+27,470
133
$4.49M 0.21%
69,761
-500
134
$4.47M 0.21%
18,080
-2,018
135
$4.46M 0.21%
95,363
-3,553
136
$4.45M 0.2%
34,186
+63
137
$4.43M 0.2%
70,330
-11,460
138
$4.34M 0.2%
67,966
-544
139
$4.31M 0.2%
123,936
-223,192
140
$4.22M 0.19%
41,531
-4,092
141
$4.18M 0.19%
24,955
-684
142
$4.15M 0.19%
24,015
-1,076
143
$4.12M 0.19%
83,068
+961
144
$4.12M 0.19%
80,885
-4,498
145
$4.11M 0.19%
27,389
-185
146
$4.04M 0.19%
19,677
+7,457
147
$4.03M 0.19%
19,236
-3
148
$4M 0.18%
+177,797
149
$3.98M 0.18%
17,868
-122
150
$3.91M 0.18%
15,680
-615
4 5
6
7 8