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
$253M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.1M
3
+$836K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$667K

Top Sells

1
+$1.71M
2
+$1.29M
3
+$570K
4
GE icon
GE Aerospace
GE
+$321K
5
T icon
AT&T
T
+$291K

Sector Composition

1 Healthcare 13.84%
2 Industrials 12.24%
3 Technology 8.66%
4 Financials 6.62%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.26%
83,180
+9,300
27
$3.01M 1.19%
22,681
+19
28
$2.77M 1.09%
122,370
-11,025
29
$2.74M 1.08%
52,803
+202
30
$2.6M 1.03%
20,035
-15
31
$2.54M 1%
76,780
-38,975
32
$2.47M 0.98%
21,411
33
$2.3M 0.91%
53,385
-5,775
34
$2.2M 0.87%
6,970
-575
35
$2.06M 0.81%
46,117
-2,300
36
$2.03M 0.8%
19,491
+3,045
37
$2.02M 0.8%
22,047
+6,869
38
$1.94M 0.77%
9,355
-8,210
39
$1.94M 0.76%
31,949
-300
40
$1.92M 0.76%
9,690
41
$1.91M 0.76%
13,925
+150
42
$1.91M 0.75%
103,300
-3,000
43
$1.9M 0.75%
14,699
-2,478
44
$1.86M 0.73%
62,248
+11,625
45
$1.77M 0.7%
24,608
-191
46
$1.66M 0.66%
91,450
+10,000
47
$1.64M 0.65%
6,749
+3,116
48
$1.63M 0.64%
76,520
+18,691
49
$1.63M 0.64%
29,333
50
$1.4M 0.55%
31,684
-56
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