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
276
$8K ﹤0.01%
+44
277
$8K ﹤0.01%
+650
278
$8K ﹤0.01%
+104
279
$8K ﹤0.01%
+250
280
$8K ﹤0.01%
+50
281
$8K ﹤0.01%
+531
282
$8K ﹤0.01%
+92
283
$8K ﹤0.01%
+121
284
$7K ﹤0.01%
+46
285
$7K ﹤0.01%
+482
286
$7K ﹤0.01%
+163
287
$7K ﹤0.01%
+275
288
$6K ﹤0.01%
+530
289
$6K ﹤0.01%
+77
290
$6K ﹤0.01%
+67
291
$6K ﹤0.01%
+102
292
$6K ﹤0.01%
+242
293
$6K ﹤0.01%
+300
294
$6K ﹤0.01%
+350
295
$6K ﹤0.01%
+400
296
$5K ﹤0.01%
+160
297
$5K ﹤0.01%
+13
298
$5K ﹤0.01%
+64
299
$5K ﹤0.01%
+169
300
$5K ﹤0.01%
+39
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