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
$608M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.97M
3
+$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$949K

Top Sells

1
+$8.07M
2
+$4.25M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$981K
5
ABT icon
Abbott
ABT
+$694K

Sector Composition

1 Technology 16.63%
2 Healthcare 10.78%
3 Financials 10.38%
4 Industrials 8.05%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.61M 1.42%
33,721
+1,121
27
$8.37M 1.38%
73,428
-6,088
28
$8.1M 1.33%
40,306
+3,091
29
$7.94M 1.31%
316,417
-169,500
30
$7.75M 1.27%
195,239
+4,633
31
$6.87M 1.13%
13,306
-1,088
32
$6.02M 0.99%
120,631
+3,520
33
$5.9M 0.97%
32,857
-311
34
$5.62M 0.92%
32,563
+5,503
35
$5.56M 0.91%
10,684
+734
36
$5.51M 0.91%
30,767
-8,148
37
$5.02M 0.83%
12,380
-230
38
$4.71M 0.77%
45,398
+92
39
$4.2M 0.69%
28,500
+27
40
$3.6M 0.59%
68,411
-6,576
41
$3.02M 0.5%
+4,772
42
$2.89M 0.48%
46,426
-375
43
$2.62M 0.43%
36,386
+170
44
$2.42M 0.4%
14,577
-5,912
45
$2.38M 0.39%
2,687
-126
46
$2.18M 0.36%
4,140
+288
47
$2.17M 0.36%
4,706
+480
48
$2.05M 0.34%
9,900
-39,021
49
$1.93M 0.32%
8,022
-135
50
$1.91M 0.31%
29,455
-35
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