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
$187M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$1.47M
4
COL
Rockwell Collins
COL
+$1.3M
5
AME icon
Ametek
AME
+$1.24M

Top Sells

1
+$1.09M
2
+$987K
3
+$370K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$281K
5
BLD icon
TopBuild
BLD
+$249K

Sector Composition

1 Healthcare 9.38%
2 Industrials 7.27%
3 Technology 5.28%
4 Consumer Staples 4.66%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.66%
+23,048
27
$1.07M 0.58%
+9,650
28
$1.07M 0.57%
+17,213
29
$1.02M 0.55%
14,910
-505
30
$1.02M 0.55%
9,850
31
$982K 0.53%
+75,200
32
$852K 0.46%
18,256
-1,275
33
$809K 0.43%
+3,665
34
$795K 0.43%
+10,375
35
$787K 0.42%
+5,550
36
$781K 0.42%
+10,750
37
$776K 0.42%
+4,525
38
$721K 0.39%
+15,200
39
$693K 0.37%
+3,650
40
$682K 0.36%
+6,906
41
$628K 0.34%
9,228
42
$622K 0.33%
43,923
43
$573K 0.31%
+20,000
44
$555K 0.3%
+8,409
45
$545K 0.29%
+4,600
46
$542K 0.29%
7,650
-1,700
47
$516K 0.28%
5,735
+189
48
$505K 0.27%
+15,085
49
$504K 0.27%
12,341
-1,575
50
$500K 0.27%
+6,500
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