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
$261M
AUM Growth
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.11M
3
+$1.28M
4
APH icon
Amphenol
APH
+$1.13M
5
AME icon
Ametek
AME
+$812K

Top Sells

1
+$2.34M
2
+$1.97M
3
+$1.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.21M

Sector Composition

1 Healthcare 14.3%
2 Technology 10.9%
3 Industrials 9.55%
4 Financials 8.38%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.38%
69,375
-255
27
$3.46M 1.33%
165,051
+5,203
28
$3.29M 1.26%
81,405
29
$3.24M 1.24%
42,634
+10,685
30
$3.21M 1.23%
43,085
+1,066
31
$3.08M 1.18%
59,138
-3,160
32
$3.07M 1.17%
22,365
+505
33
$2.68M 1.03%
53,071
-187
34
$2.46M 0.94%
69,280
+720
35
$2.33M 0.89%
20,421
+1,085
36
$2.21M 0.85%
20,296
-325
37
$2.14M 0.82%
9,685
-30
38
$2.11M 0.81%
+9,976
39
$1.66M 0.64%
6,264
-539
40
$1.66M 0.63%
103,650
+7,600
41
$1.63M 0.62%
18,270
-935
42
$1.61M 0.62%
11,643
+574
43
$1.56M 0.6%
31,401
+517
44
$1.54M 0.59%
31,929
+100
45
$1.39M 0.53%
14,210
-125
46
$1.28M 0.49%
14,250
-400
47
$1.28M 0.49%
24,289
-382
48
$1.27M 0.49%
26,518
-15,586
49
$1.26M 0.48%
8,609
+4,059
50
$1.24M 0.47%
8,378
1
2
3 4 5