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
$498M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.37M
3
+$6.33M
4
BAC icon
Bank of America
BAC
+$4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M

Top Sells

1
+$8.55M
2
+$6.98M
3
+$4.44M
4
DHR icon
Danaher
DHR
+$2.29M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.15M

Sector Composition

1 Technology 17.38%
2 Healthcare 12.07%
3 Financials 10.22%
4 Industrials 8.84%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 1.63%
53,421
-341
27
$8.09M 1.63%
18,371
-384
28
$6.25M 1.26%
31,527
-539
29
$5.5M 1.1%
163,314
+118,695
30
$5.25M 1.06%
25,537
-948
31
$4.87M 0.98%
36,629
-4,257
32
$4.75M 0.95%
27,851
-1,883
33
$4.63M 0.93%
108,805
-26,593
34
$4.25M 0.85%
28,522
+696
35
$4.18M 0.84%
26,476
+8,574
36
$3.96M 0.8%
11,422
+205
37
$3.95M 0.79%
23,949
+6,230
38
$3.87M 0.78%
75,502
-166,729
39
$3.87M 0.78%
45,331
-20
40
$3.59M 0.72%
7,618
+470
41
$3.43M 0.69%
24,307
+455
42
$3.09M 0.62%
22,110
-2,942
43
$2.63M 0.53%
47,405
+40,000
44
$2.36M 0.47%
39,178
45
$1.87M 0.38%
8,147
+156
46
$1.75M 0.35%
3,003
+63
47
$1.7M 0.34%
3,896
-121
48
$1.7M 0.34%
37,600
+5,125
49
$1.57M 0.32%
4,400
+266
50
$1.53M 0.31%
10,647
-16
1
2
3 4 5