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
$2.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$14.4M
3
+$14.1M
4
WAB icon
Wabtec
WAB
+$13.2M
5
META icon
Meta Platforms (Facebook)
META
+$9.69M

Top Sells

1
+$13.8M
2
+$11M
3
+$7.55M
4
CRWD icon
CrowdStrike
CRWD
+$6.91M
5
AVGO icon
Broadcom
AVGO
+$6.43M

Sector Composition

1 Technology 22.79%
2 Consumer Discretionary 13.69%
3 Industrials 11.52%
4 Healthcare 11.04%
5 Financials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$283K 0.01%
+1,738
527
$283K 0.01%
3,229
528
$281K 0.01%
2,616
-115
529
$279K 0.01%
490
530
$278K 0.01%
2,561
-375
531
$276K 0.01%
6,601
-126
532
$272K 0.01%
2,630
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533
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534
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5,894
-2,166
535
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3,439
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536
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1,577
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537
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425
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538
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18,511
539
$262K 0.01%
1,648
540
$262K 0.01%
1,160
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541
$261K 0.01%
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-7,648
542
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545
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546
$257K 0.01%
22,870
547
$256K 0.01%
11,134
-1,405
548
$252K 0.01%
2,049
-211
549
$250K 0.01%
12,535
-2,260
550
$249K 0.01%
4,239
-124
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