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
326
$3K ﹤0.01%
+41
327
$3K ﹤0.01%
+40
328
$3K ﹤0.01%
+50
329
$3K ﹤0.01%
+100
330
$3K ﹤0.01%
+120
331
$3K ﹤0.01%
+33
332
$3K ﹤0.01%
+39
333
$3K ﹤0.01%
+147
334
$3K ﹤0.01%
+70
335
$2K ﹤0.01%
+112
336
$2K ﹤0.01%
+12
337
$2K ﹤0.01%
+21
338
$2K ﹤0.01%
+46
339
$2K ﹤0.01%
+24
340
$2K ﹤0.01%
+33
341
$2K ﹤0.01%
+70
342
$2K ﹤0.01%
+32
343
$2K ﹤0.01%
+55
344
$2K ﹤0.01%
+16
345
$2K ﹤0.01%
+9
346
$2K ﹤0.01%
+16
347
$2K ﹤0.01%
+71
348
$1K ﹤0.01%
+8
349
$1K ﹤0.01%
+70
350
$1K ﹤0.01%
+33
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