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
$327M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.03M
3
+$1.42M
4
FISV
Fiserv Inc
FISV
+$1.35M
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$680K

Top Sells

1
+$10.6M
2
+$4.35M
3
+$1.29M
4
MU icon
Micron Technology
MU
+$251K
5
EOG icon
EOG Resources
EOG
+$250K

Sector Composition

1 Technology 15.87%
2 Healthcare 15.59%
3 Industrials 10.25%
4 Financials 6%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.39%
57,031
+4,177
27
$4.02M 1.23%
60,043
+85
28
$3.94M 1.21%
22,916
+8,247
29
$3.86M 1.18%
75,419
+11,948
30
$3.69M 1.13%
69,415
+65
31
$3.49M 1.07%
165,446
-3,040
32
$3.1M 0.95%
26,153
+419
33
$2.83M 0.86%
21,839
-520
34
$2.82M 0.86%
39,975
-706
35
$2.79M 0.85%
21,550
+1,065
36
$2.69M 0.82%
39,125
+20
37
$2.64M 0.81%
53,460
+8,745
38
$2.64M 0.81%
8,836
+42
39
$2.53M 0.78%
45,747
-600
40
$2.3M 0.7%
53,732
-5,865
41
$1.98M 0.61%
13,235
42
$1.84M 0.56%
32,888
+796
43
$1.67M 0.51%
7,195
44
$1.52M 0.46%
71,269
-235
45
$1.46M 0.45%
13,511
+35
46
$1.44M 0.44%
38,274
+3,273
47
$1.42M 0.43%
16,340
+980
48
$1.4M 0.43%
65,953
-250
49
$1.31M 0.4%
10,550
50
$1.31M 0.4%
16,122
+50
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2
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