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
$261M
AUM Growth
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.11M
3
+$1.28M
4
APH icon
Amphenol
APH
+$1.13M
5
AME icon
Ametek
AME
+$812K

Top Sells

1
+$2.34M
2
+$1.97M
3
+$1.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.21M

Sector Composition

1 Healthcare 14.3%
2 Technology 10.9%
3 Industrials 9.55%
4 Financials 8.38%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.44%
11,642
-362
52
$1.11M 0.42%
6,010
53
$1.03M 0.39%
48,845
+6,487
54
$1M 0.38%
5,624
+430
55
$998K 0.38%
26,583
+573
56
$965K 0.37%
11,750
+500
57
$920K 0.35%
11,614
+1,446
58
$919K 0.35%
19,270
-300
59
$880K 0.34%
10,815
+600
60
$847K 0.32%
11,700
+1,140
61
$840K 0.32%
4,230
62
$780K 0.3%
15,120
+500
63
$772K 0.3%
7,330
-250
64
$756K 0.29%
16,082
+2,120
65
$748K 0.29%
9,725
66
$736K 0.28%
3,042
-153
67
$732K 0.28%
12,650
68
$724K 0.28%
12,212
-150
69
$681K 0.26%
582
+85
70
$659K 0.25%
7,461
71
$653K 0.25%
15,556
+2,768
72
$635K 0.24%
12,233
73
$617K 0.24%
7,780
+600
74
$599K 0.23%
9,010
+1,120
75
$597K 0.23%
11,850
1 2
3
4 5