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
201
$2.42M 0.11%
40,753
-43,279
202
$2.41M 0.11%
31,333
+82
203
$2.41M 0.11%
21,491
-1,862
204
$2.41M 0.11%
34,832
-9,838
205
$2.4M 0.11%
70,765
-129,403
206
$2.39M 0.11%
64,388
-1,765
207
$2.39M 0.11%
+72,516
208
$2.39M 0.11%
7,413
-2,351
209
$2.38M 0.11%
10,105
-2
210
$2.36M 0.11%
21,627
+13,747
211
$2.34M 0.11%
27,906
-1,391
212
$2.31M 0.11%
8,242
-235
213
$2.31M 0.11%
19,080
-1,020
214
$2.29M 0.11%
39,378
+1,180
215
$2.29M 0.11%
47,247
+11,466
216
$2.28M 0.1%
35,718
-2,020
217
$2.26M 0.1%
13,762
-925
218
$2.24M 0.1%
6,757
+410
219
$2.17M 0.1%
52,175
-4,525
220
$2.15M 0.1%
+112,489
221
$2.15M 0.1%
84,944
+5,680
222
$2.13M 0.1%
9,664
-172
223
$2.09M 0.1%
+39,222
224
$2.09M 0.1%
18,571
+420
225
$2.09M 0.1%
44,519
-1,914
7 8
9
10 11