BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+2.39%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$174M
AUM Growth
+$174M
(-1.3%)
Cap. Flow
-$4.16M
Cap. Flow
% of AUM
-2.39%
Top 10 Holdings %
Top 10 Hldgs %
59.69%
Holding
85
New
10
Increased
18
Reduced
35
Closed
7
Top Buys
| 1 |
Morgan Stanley
MS
|
$1.11M |
| 2 |
Enovis
ENOV
|
$1.01M |
| 3 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$988K |
| 4 |
Cencora
COR
|
$978K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$515K |
Top Sells
| 1 |
Archer Daniels Midland
ADM
|
$2.53M |
| 2 |
Schlumberger
SLB
|
$2M |
| 3 |
DuPont de Nemours
DD
|
$2M |
| 4 |
Exxon Mobil
XOM
|
$697K |
| 5 |
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
|
$411K |
Sector Composition
| 1 | Healthcare | 5.97% |
| 2 | Consumer Staples | 5% |
| 3 | Technology | 3.9% |
| 4 | Industrials | 3.56% |
| 5 | Energy | 3.22% |
