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
201
$2.47M 0.11%
19,078
-3,042
202
$2.44M 0.11%
10,184
-48
203
$2.42M 0.11%
+33,780
204
$2.4M 0.11%
12,518
-567
205
$2.39M 0.11%
57,814
-181,015
206
$2.36M 0.11%
17,247
+650
207
$2.36M 0.11%
+41,938
208
$2.36M 0.11%
26,063
-1,266
209
$2.35M 0.11%
12,590
-2,180
210
$2.35M 0.11%
61,811
+2,630
211
$2.34M 0.11%
50,552
-4,310
212
$2.33M 0.11%
10,751
-43
213
$2.33M 0.11%
28,281
-673
214
$2.3M 0.11%
71,159
-1,845
215
$2.29M 0.11%
18,559
-488
216
$2.28M 0.1%
10,228
-1,380
217
$2.26M 0.1%
35,587
-1,905
218
$2.26M 0.1%
9,442
-554
219
$2.26M 0.1%
151,599
-27,690
220
$2.25M 0.1%
13,289
-147
221
$2.23M 0.1%
10,836
-2,031
222
$2.19M 0.1%
35,237
+78
223
$2.15M 0.1%
80,195
-82,680
224
$2.12M 0.1%
59,733
-25,195
225
$2.11M 0.1%
15,385
-547
7 8
9
10 11