BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
+283
227
$23K 0.01%
+361
228
$22K 0.01%
+241
229
$22K 0.01%
+1,000
230
$21K 0.01%
+170
231
$21K 0.01%
+250
232
$21K 0.01%
+204
233
$21K 0.01%
+231
234
$19K 0.01%
+173
235
$19K 0.01%
+300
236
$18K 0.01%
+425
237
$17K 0.01%
+215
238
$17K 0.01%
+1,500
239
$17K 0.01%
+220
240
$16K 0.01%
+489
241
$16K 0.01%
+600
242
$15K ﹤0.01%
+184
243
$15K ﹤0.01%
+50
244
$15K ﹤0.01%
+274
245
$15K ﹤0.01%
+195
246
$14K ﹤0.01%
+152
247
$14K ﹤0.01%
+119
248
$14K ﹤0.01%
+400
249
$14K ﹤0.01%
+133
250
$14K ﹤0.01%
+400
8 9
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