BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
-0.65%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$180M
AUM Growth
+$180M
(-0.07%)
Cap. Flow
+$1.02M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
60.26%
Holding
105
New
15
Increased
31
Reduced
32
Closed
8
Top Buys
| 1 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$1.57M |
| 2 |
Qualcomm
QCOM
|
$900K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$888K |
| 4 |
Invesco Preferred ETF
PGX
|
$756K |
| 5 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$682K |
Top Sells
Sector Composition
| 1 | Healthcare | 6.26% |
| 2 | Consumer Staples | 4.36% |
| 3 | Technology | 3.77% |
| 4 | Energy | 3.28% |
| 5 | Industrials | 3.27% |
