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
$253M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.1M
3
+$836K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$667K

Top Sells

1
+$1.71M
2
+$1.29M
3
+$570K
4
GE icon
GE Aerospace
GE
+$321K
5
T icon
AT&T
T
+$291K

Sector Composition

1 Healthcare 13.84%
2 Industrials 12.24%
3 Technology 8.66%
4 Financials 6.62%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.52%
8,378
+66
52
$1.29M 0.51%
13,692
+4,976
53
$1.28M 0.51%
14,335
-90
54
$1.27M 0.5%
14,650
+250
55
$1.24M 0.49%
24,484
+9,450
56
$1.14M 0.45%
14,782
-334
57
$1.1M 0.43%
+11,867
58
$1.07M 0.42%
19,570
+100
59
$973K 0.38%
6,010
60
$930K 0.37%
10,165
+185
61
$911K 0.36%
11,852
+205
62
$875K 0.35%
11,225
+1,250
63
$858K 0.34%
10,175
-40
64
$840K 0.33%
5,475
+2,064
65
$833K 0.33%
18,952
-625
66
$830K 0.33%
21,202
+2,100
67
$821K 0.32%
16,960
+10,020
68
$778K 0.31%
4,230
-50
69
$756K 0.3%
16,260
+5,140
70
$740K 0.29%
12,550
+6,950
71
$729K 0.29%
8,050
+1,995
72
$723K 0.29%
4,916
73
$714K 0.28%
15,720
+7,360
74
$700K 0.28%
3,152
+48
75
$698K 0.28%
13,450
-100
1 2
3
4 5