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
$355M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.82M
3
+$1.78M
4
CLVT icon
Clarivate
CLVT
+$1.37M
5
KR icon
Kroger
KR
+$1.07M

Top Sells

1
+$5.17M
2
+$2.95M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.26M
5
HPI
John Hancock Preferred Income Fund
HPI
+$489K

Sector Composition

1 Technology 17.31%
2 Healthcare 17.29%
3 Industrials 6.74%
4 Financials 4.77%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.25%
45,313
-1,450
27
$3.94M 1.11%
60,636
-130
28
$3.89M 1.09%
66,740
-1,600
29
$3.72M 1.05%
95,546
-3,100
30
$3.63M 1.02%
11,711
+861
31
$3.36M 0.95%
24,340
+1,080
32
$3.35M 0.94%
36,744
+2,528
33
$3M 0.85%
23,660
-200
34
$2.87M 0.81%
61,510
+747
35
$2.73M 0.77%
52,939
-49
36
$2.52M 0.71%
28,283
+48
37
$2.51M 0.71%
34,236
+2,046
38
$2.35M 0.66%
9,402
+78
39
$2.34M 0.66%
37,922
-23,452
40
$2.32M 0.65%
16,466
-195
41
$2.19M 0.62%
52,363
+3,733
42
$2.01M 0.57%
28,320
+200
43
$1.85M 0.52%
82,957
+61,472
44
$1.79M 0.51%
25,400
+700
45
$1.73M 0.49%
12,200
-385
46
$1.61M 0.45%
46,464
+1,685
47
$1.58M 0.45%
43,007
-800
48
$1.47M 0.41%
14,394
+1,053
49
$1.46M 0.41%
17,669
+210
50
$1.46M 0.41%
32,613
-1,805
1
2
3 4 5