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
351
$1K ﹤0.01%
+88
352
$1K ﹤0.01%
+28
353
$1K ﹤0.01%
+33
354
$1K ﹤0.01%
+14
355
$1K ﹤0.01%
+15
356
$1K ﹤0.01%
+17
357
$1K ﹤0.01%
+16
358
$1K ﹤0.01%
+49
359
– –
-1,800
360
$0 ﹤0.01%
+10
361
$0 ﹤0.01%
+1
362
– –
0
363
$0 ﹤0.01%
+6
364
$0 ﹤0.01%
+2
365
$0 ﹤0.01%
+3
366
– –
-3,400
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