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
301
$5K ﹤0.01%
+211
302
$5K ﹤0.01%
+30
303
$5K ﹤0.01%
+160
304
$5K ﹤0.01%
+13
305
$5K ﹤0.01%
+64
306
$5K ﹤0.01%
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307
$5K ﹤0.01%
+39
308
$5K ﹤0.01%
+50
309
$5K ﹤0.01%
+85
310
$5K ﹤0.01%
+70
311
$5K ﹤0.01%
+27
312
$5K ﹤0.01%
+168
313
$4K ﹤0.01%
+100
314
$4K ﹤0.01%
+56
315
$4K ﹤0.01%
+45
316
$4K ﹤0.01%
+95
317
$4K ﹤0.01%
+81
318
$4K ﹤0.01%
+43
319
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+21
320
$4K ﹤0.01%
+66
321
$3K ﹤0.01%
+177
322
$3K ﹤0.01%
+16
323
$3K ﹤0.01%
+20
324
$3K ﹤0.01%
+38
325
$3K ﹤0.01%
+25
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