BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
-1.47%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$153M
AUM Growth
+$153M
(-15%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-11.04%
Top 10 Holdings %
Top 10 Hldgs %
62.92%
Holding
101
New
4
Increased
23
Reduced
32
Closed
19
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.5M |
| 2 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$705K |
| 3 |
Idacorp
IDA
|
$435K |
| 4 |
Invesco Preferred ETF
PGX
|
$341K |
| 5 |
TopBuild
BLD
|
$249K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.63M |
| 2 |
CSX Corp
CSX
|
$1.54M |
| 3 |
CERN
Cerner Corp
CERN
|
$1.35M |
| 4 |
Zimmer Biomet
ZBH
|
$953K |
| 5 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$630K |
Sector Composition
| 1 | Healthcare | 5.45% |
| 2 | Consumer Staples | 4.17% |
| 3 | Technology | 3.42% |
| 4 | Energy | 3.18% |
| 5 | Industrials | 2.82% |
