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
151
$3.88M 0.18%
96,391
+14,862
152
$3.81M 0.17%
20,740
+631
153
$3.8M 0.17%
42,127
-2,947
154
$3.75M 0.17%
59,830
-5,399
155
$3.73M 0.17%
8,342
-4,861
156
$3.71M 0.17%
7,544
-45
157
$3.65M 0.17%
15,048
-624
158
$3.62M 0.17%
15,719
-112
159
$3.6M 0.17%
114,422
-3,075
160
$3.52M 0.16%
16,440
161
$3.49M 0.16%
38,745
-5,838
162
$3.48M 0.16%
9,745
-3,103
163
$3.47M 0.16%
9,660
+3,807
164
$3.45M 0.16%
8,850
+5,577
165
$3.44M 0.16%
25,231
-185
166
$3.42M 0.16%
+10,261
167
$3.41M 0.16%
9,606
-845
168
$3.41M 0.16%
28,854
-10,788
169
$3.37M 0.16%
95,550
+56,198
170
$3.37M 0.15%
71,775
-2,129
171
$3.24M 0.15%
27,158
-952
172
$3.19M 0.15%
13,787
+2,783
173
$3.18M 0.15%
139,728
-7,156
174
$3.18M 0.15%
40,800
-856
175
$3.15M 0.14%
10,937
-582
5 6
7
8 9