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
$1.81B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$6.04M
3
+$5.76M
4
AAPL icon
Apple
AAPL
+$5.32M
5
FFIV icon
F5
FFIV
+$3.74M

Top Sells

1
+$9.22M
2
+$6.1M
3
+$4.64M
4
AMCX icon
AMC Networks
AMCX
+$3.72M
5
PARA
Paramount Global Class B
PARA
+$3.28M

Sector Composition

1 Technology 19.46%
2 Industrials 15.63%
3 Financials 14.51%
4 Healthcare 11.75%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$290K 0.02%
+10,000
402
$287K 0.02%
1,693
403
$286K 0.02%
+3,477
404
$285K 0.02%
2,576
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405
$284K 0.02%
19,818
-146
406
$283K 0.02%
5,343
407
$281K 0.02%
7,872
-981
408
$281K 0.02%
7,612
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409
$279K 0.02%
3,772
410
$274K 0.02%
+90,989
411
$271K 0.01%
+3,445
412
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+19,524
413
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1,025
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414
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4,440
-360
415
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+1,597
416
$259K 0.01%
9,550
417
$257K 0.01%
2,064
-24
418
$257K 0.01%
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419
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4,344
-50
420
$253K 0.01%
2,445
-145
421
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574
422
$251K 0.01%
9,375
423
$248K 0.01%
3,192
-150
424
$248K 0.01%
7,875
425
$244K 0.01%
3,728
-13,100
15 16
17
18 19