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
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.8M
3
+$9.25M
4
NVDA icon
NVIDIA
NVDA
+$7.8M
5
MCHP icon
Microchip Technology
MCHP
+$7.45M

Top Sells

1
+$10.7M
2
+$10.6M
3
+$8.92M
4
SNPS icon
Synopsys
SNPS
+$8.18M
5
NFLX icon
Netflix
NFLX
+$7.09M

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.63%
3 Industrials 12.74%
4 Healthcare 12.63%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.69M 0.08%
31,815
-1,615
252
$1.68M 0.08%
57,818
-1,005
253
$1.68M 0.08%
55,728
-6,678
254
$1.66M 0.08%
+9,137
255
$1.66M 0.08%
11,132
-861
256
$1.65M 0.08%
48,928
+11,514
257
$1.63M 0.07%
19,965
+990
258
$1.59M 0.07%
22,259
+677
259
$1.56M 0.07%
26,837
260
$1.56M 0.07%
10,891
+81
261
$1.55M 0.07%
44,055
-257
262
$1.55M 0.07%
24,398
-427
263
$1.53M 0.07%
7,613
+133
264
$1.52M 0.07%
46,397
-1,270
265
$1.52M 0.07%
+48,590
266
$1.51M 0.07%
+49,945
267
$1.51M 0.07%
55,842
-42,680
268
$1.51M 0.07%
4,076
-124
269
$1.49M 0.07%
4,515
+39
270
$1.49M 0.07%
5,682
-22
271
$1.48M 0.07%
52,669
+684
272
$1.46M 0.07%
11,625
-180
273
$1.46M 0.07%
14,789
-410
274
$1.46M 0.07%
+18,347
275
$1.44M 0.07%
10,921
-10,920
9 10
11
12 13