BC
Burney Company Portfolio holdings
AUM
$2.95B
1-Year Return
27.49%
This Quarter Return
+9.45%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$2.81B
AUM Growth
+$194M
(+7.4%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
25.4%
Holding
622
New
29
Increased
151
Reduced
351
Closed
25
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$21.4M |
| 2 |
Fortinet
FTNT
|
$14.4M |
| 3 |
Palo Alto Networks
PANW
|
$14.1M |
| 4 |
Wabtec
WAB
|
$13.2M |
| 5 |
Meta Platforms (Facebook)
META
|
$9.69M |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$13.8M |
| 2 |
Hershey
HSY
|
$11M |
| 3 |
Workiva
WK
|
$7.55M |
| 4 |
CrowdStrike
CRWD
|
$6.91M |
| 5 |
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% |
