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
$181M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$975K
3
+$739K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$714K
5
CSX icon
CSX Corp
CSX
+$420K

Top Sells

1
+$2.66M
2
+$1.04M
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$559K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$365K

Sector Composition

1 Energy 6.52%
2 Consumer Staples 5.59%
3 Healthcare 4.91%
4 Industrials 3.5%
5 Financials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.76%
34,555
-540
27
$1M 0.55%
9,934
-284
28
$972K 0.54%
19,139
+61
29
$851K 0.47%
11,710
-875
30
$739K 0.41%
+33,018
31
$562K 0.31%
4,303
+233
32
$560K 0.31%
5,570
33
$492K 0.27%
19,470
-600
34
$460K 0.25%
11,756
35
$399K 0.22%
4,000
36
$328K 0.18%
1,828
+250
37
$319K 0.18%
+4,500
38
$296K 0.16%
+5,745
39
$294K 0.16%
2,325
+325
40
$269K 0.15%
5,122
+412
41
$260K 0.14%
10,270
42
$208K 0.12%
8,350
43
$178K 0.1%
1,029
44
$174K 0.1%
3,010
-500
45
$164K 0.09%
6,400
46
$155K 0.09%
6,300
47
$147K 0.08%
2,800
-1,400
48
$147K 0.08%
5,700
49
$144K 0.08%
6,800
50
$138K 0.08%
5,285
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