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
$300M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.67M
3
+$1.16M
4
DHR icon
Danaher
DHR
+$819K
5
AMZN icon
Amazon
AMZN
+$610K

Top Sells

1
+$1.17M
2
+$858K
3
+$798K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$712K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$379K

Sector Composition

1 Healthcare 16.58%
2 Technology 16.24%
3 Industrials 7.9%
4 Financials 5.44%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.32%
60,766
+800
27
$3.64M 1.21%
61,374
+112
28
$3.58M 1.19%
59,647
+630
29
$3.39M 1.13%
98,646
-5,524
30
$2.95M 0.98%
133,145
+1,840
31
$2.8M 0.93%
10,850
+888
32
$2.69M 0.9%
68,340
+600
33
$2.39M 0.8%
60,763
+6,572
34
$2.38M 0.79%
23,860
+1,185
35
$2.27M 0.75%
23,260
+6,260
36
$2.23M 0.74%
52,988
-644
37
$2.19M 0.73%
16,661
-748
38
$2.17M 0.72%
34,216
+1,556
39
$2.05M 0.68%
28,235
+2,212
40
$1.91M 0.63%
48,630
+13,743
41
$1.74M 0.58%
9,324
+2,039
42
$1.67M 0.56%
+32,190
43
$1.63M 0.54%
28,120
+6,280
44
$1.51M 0.5%
43,807
-1,728
45
$1.44M 0.48%
24,700
+5,380
46
$1.43M 0.47%
44,779
+1,424
47
$1.4M 0.47%
66,642
-2,806
48
$1.38M 0.46%
17,459
+1,395
49
$1.36M 0.45%
12,585
-565
50
$1.31M 0.44%
34,418
-2,407
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