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
426
$447K 0.02%
3,606
-12,160
427
$442K 0.02%
6,531
+973
428
$437K 0.02%
4,572
-313
429
$432K 0.02%
2,904
-763
430
$429K 0.02%
22,904
431
$426K 0.02%
3,515
432
$425K 0.02%
2,545
-200
433
$424K 0.02%
13,802
434
$423K 0.02%
7,198
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435
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4,534
436
$422K 0.02%
1,481
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437
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5,214
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438
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2,909
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439
$413K 0.02%
33,520
+2,912
440
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+22,870
441
$410K 0.02%
+1,978
442
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443
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750
444
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3,302
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445
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7,348
446
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4,253
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447
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2,279
-6
448
$395K 0.02%
13,178
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449
$392K 0.02%
31,095
-1,780
450
$391K 0.02%
7,621
-46
16 17
18
19 20