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
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
$0 ﹤0.01%
+10
360
$0 ﹤0.01%
+1
361
– –
0
362
$0 ﹤0.01%
+6
363
$0 ﹤0.01%
+2
364
$0 ﹤0.01%
+3
365
– –
-3,400
366
– –
-1,800
11 12 13 14
15