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
$355M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.82M
3
+$1.78M
4
CLVT icon
Clarivate
CLVT
+$1.37M
5
KR icon
Kroger
KR
+$1.07M

Top Sells

1
+$5.17M
2
+$2.95M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.26M
5
HPI
John Hancock Preferred Income Fund
HPI
+$489K

Sector Composition

1 Technology 17.31%
2 Healthcare 17.29%
3 Industrials 6.74%
4 Financials 4.77%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.39%
10,695
52
$1.33M 0.37%
62,362
-4,280
53
$1.28M 0.36%
60,041
-1,745
54
$1.27M 0.36%
20,055
+4,020
55
$1.25M 0.35%
11,226
+209
56
$1.09M 0.31%
7,880
57
$1.09M 0.31%
3,830
+130
58
$1.07M 0.3%
+31,675
59
$1.05M 0.29%
+18,406
60
$1.03M 0.29%
8,622
+4,388
61
$1.03M 0.29%
3,490
+224
62
$966K 0.27%
11,744
63
$956K 0.27%
4,978
+206
64
$931K 0.26%
9,494
+2,159
65
$923K 0.26%
+14,950
66
$905K 0.25%
34,791
-829
67
$873K 0.25%
33,714
-688
68
$817K 0.23%
+36,779
69
$815K 0.23%
882
+64
70
$808K 0.23%
2,621
+421
71
$797K 0.22%
10,807
+1,501
72
$779K 0.22%
32,800
-3,000
73
$758K 0.21%
6,648
+314
74
$740K 0.21%
4,505
+500
75
$730K 0.21%
9,450
1 2
3
4 5