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
$187M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$1.47M
4
COL
Rockwell Collins
COL
+$1.3M
5
AME icon
Ametek
AME
+$1.24M

Top Sells

1
+$1.09M
2
+$987K
3
+$370K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$281K
5
BLD icon
TopBuild
BLD
+$249K

Sector Composition

1 Healthcare 9.38%
2 Industrials 7.27%
3 Technology 5.28%
4 Consumer Staples 4.66%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.26%
+8,123
52
$462K 0.25%
17,855
-100
53
$459K 0.25%
5,070
-110
54
$457K 0.24%
+3,775
55
$455K 0.24%
2,435
+260
56
$425K 0.23%
+3,214
57
$390K 0.21%
+5,490
58
$374K 0.2%
+6,650
59
$365K 0.2%
+11,904
60
$356K 0.19%
9,211
+3,465
61
$344K 0.18%
+5,800
62
$344K 0.18%
4,400
+400
63
$343K 0.18%
+5,670
64
$340K 0.18%
+2,585
65
$336K 0.18%
+5,525
66
$330K 0.18%
+6,795
67
$323K 0.17%
+2,400
68
$318K 0.17%
2,415
+1,464
69
$311K 0.17%
+5,200
70
$300K 0.16%
+6,800
71
$296K 0.16%
+8,075
72
$291K 0.16%
+2,700
73
$285K 0.15%
2,155
+155
74
$271K 0.15%
10,588
-968
75
$267K 0.14%
+5,947
1 2
3
4 5