BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Fund
S&P 500
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
+$3.46M
2
+$2.13M
3
+$1.68M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.37M
5
RTX icon
RTX Corp
RTX
+$1.35M

Top Sells

1
+$1.54M
2
+$963K
3
+$471K
4
NKE icon
Nike
NKE
+$356K
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%
+77
289
$6K ﹤0.01%
+67
290
$6K ﹤0.01%
+102
291
$6K ﹤0.01%
+400
292
$6K ﹤0.01%
+242
293
$6K ﹤0.01%
+300
294
$6K ﹤0.01%
+350
295
$6K ﹤0.01%
+530
296
$5K ﹤0.01%
+54
297
$5K ﹤0.01%
+61
298
$5K ﹤0.01%
+190
299
$5K ﹤0.01%
+289
300
$5K ﹤0.01%
+133
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