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
301
$5K ﹤0.01%
+50
302
$5K ﹤0.01%
+85
303
$5K ﹤0.01%
+70
304
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+27
305
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306
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+54
307
$5K ﹤0.01%
+61
308
$5K ﹤0.01%
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309
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310
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311
$5K ﹤0.01%
+211
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$4K ﹤0.01%
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$4K ﹤0.01%
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315
$4K ﹤0.01%
+45
316
$4K ﹤0.01%
+95
317
$4K ﹤0.01%
+81
318
$4K ﹤0.01%
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319
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320
$4K ﹤0.01%
+66
321
$3K ﹤0.01%
+177
322
$3K ﹤0.01%
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323
$3K ﹤0.01%
+20
324
$3K ﹤0.01%
+38
325
$3K ﹤0.01%
+25
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