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
401
$523K 0.02%
5,824
-465
402
$522K 0.02%
5,934
-36
403
$520K 0.02%
37,085
-3,815
404
$518K 0.02%
1
405
$518K 0.02%
1,171
-240
406
$517K 0.02%
1,379
+295
407
$513K 0.02%
2,385
-35
408
$510K 0.02%
398
-229
409
$510K 0.02%
14,158
-356
410
$509K 0.02%
33,628
+50
411
$504K 0.02%
10,654
-1,925
412
$503K 0.02%
8,921
-4,916
413
$501K 0.02%
2,673
+62
414
$490K 0.02%
4,882
-400
415
$489K 0.02%
3,441
-7,089
416
$487K 0.02%
1,416
-58
417
$483K 0.02%
18,347
+37
418
$480K 0.02%
5,123
-200
419
$472K 0.02%
1,030
-135
420
$470K 0.02%
8,990
+25
421
$468K 0.02%
6,176
-1,304
422
$460K 0.02%
16,841
-2,588
423
$452K 0.02%
13,608
+1,221
424
$451K 0.02%
22,340
425
$450K 0.02%
5,380
15 16
17
18 19