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
526
$236K 0.01%
4,062
+84
527
$236K 0.01%
+5,294
528
$235K 0.01%
+2,067
529
$232K 0.01%
+3,091
530
$231K 0.01%
3,074
531
$227K 0.01%
3,356
532
$224K 0.01%
413
-7
533
$223K 0.01%
1,156
534
$222K 0.01%
2,550
-373
535
$220K 0.01%
+625
536
$219K 0.01%
+6,329
537
$218K 0.01%
13,545
-1,300
538
$217K 0.01%
1,200
539
$217K 0.01%
15,570
-7,951
540
$215K 0.01%
5,789
+524
541
$213K 0.01%
1,197
+28
542
$210K 0.01%
2,319
543
$210K 0.01%
+7,980
544
$210K 0.01%
4,598
545
$208K 0.01%
+8,793
546
$208K 0.01%
+2,268
547
$208K 0.01%
+8,330
548
$207K 0.01%
22,324
-15
549
$206K 0.01%
16,246
550
$206K 0.01%
+1,103
20 21
22
23 24