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
176
$3.14M 0.14%
38,313
-1,505
177
$3.14M 0.14%
20,139
-75
178
$3.02M 0.14%
+134,799
179
$3M 0.14%
20,577
+593
180
$2.99M 0.14%
52,679
-5,409
181
$2.97M 0.14%
18,229
-273
182
$2.96M 0.14%
34,621
+83
183
$2.95M 0.14%
37,694
-51,455
184
$2.94M 0.14%
367,521
-3,311
185
$2.93M 0.13%
44,140
-910
186
$2.84M 0.13%
20,320
+180
187
$2.81M 0.13%
9,857
-170
188
$2.8M 0.13%
20,788
+14
189
$2.76M 0.13%
59,783
-3,746
190
$2.75M 0.13%
98,386
+21,026
191
$2.75M 0.13%
35,781
+4,884
192
$2.73M 0.13%
11,088
-1,049
193
$2.65M 0.12%
+61,283
194
$2.64M 0.12%
31,448
+588
195
$2.54M 0.12%
17,088
-4,419
196
$2.54M 0.12%
+3,809
197
$2.53M 0.12%
4,278
+2,854
198
$2.51M 0.12%
53,445
+10,677
199
$2.5M 0.12%
10,555
-90
200
$2.47M 0.11%
21,271
-887
6 7
8
9 10