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
501
$275K 0.01%
9,085
-5,700
502
$274K 0.01%
15,938
-1,179
503
$272K 0.01%
7,248
504
$268K 0.01%
4,145
-156
505
$265K 0.01%
13,902
-766
506
$265K 0.01%
14,885
-76,293
507
$261K 0.01%
8,268
-254
508
$261K 0.01%
4,820
509
$260K 0.01%
9,141
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510
$255K 0.01%
3,083
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511
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+3,599
512
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2,924
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513
$252K 0.01%
1,097
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514
$251K 0.01%
1,139
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515
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818
516
$249K 0.01%
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517
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518
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519
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19,419
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520
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7,164
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521
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845
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522
$238K 0.01%
2,807
523
$238K 0.01%
+8,404
524
$237K 0.01%
1,935
-59
525
$237K 0.01%
3,823
-110
19 20
21
22 23