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
$300M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.67M
3
+$1.16M
4
DHR icon
Danaher
DHR
+$819K
5
AMZN icon
Amazon
AMZN
+$610K

Top Sells

1
+$1.17M
2
+$858K
3
+$798K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$712K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$379K

Sector Composition

1 Healthcare 16.58%
2 Technology 16.24%
3 Industrials 7.9%
4 Financials 5.44%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.43%
61,786
-4,167
52
$1.28M 0.43%
10,695
+145
53
$1.26M 0.42%
40,865
-7,929
54
$1.12M 0.37%
13,341
+555
55
$1.06M 0.35%
11,017
+3,331
56
$953K 0.32%
16,035
+5,295
57
$888K 0.3%
35,620
58
$876K 0.29%
3,700
+98
59
$815K 0.27%
3,266
-33
60
$794K 0.26%
60,000
61
$760K 0.25%
35,800
+375
62
$759K 0.25%
818
+114
63
$736K 0.24%
11,744
-690
64
$720K 0.24%
14,250
65
$719K 0.24%
4,772
-117
66
$707K 0.24%
34,402
+6,570
67
$683K 0.23%
9,306
+2,274
68
$671K 0.22%
41,725
69
$657K 0.22%
7,481
70
$645K 0.21%
7,880
71
$635K 0.21%
11,820
+3,328
72
$609K 0.2%
4,315
+140
73
$607K 0.2%
9,450
-400
74
$607K 0.2%
7,335
+1,057
75
$599K 0.2%
3,278
1 2
3
4 5