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
$522M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.27M
3
+$1.66M
4
VMW
VMware, Inc
VMW
+$1.63M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Top Sells

1
+$3.38M
2
+$1.48M
3
+$1.31M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.11M
5
DHR icon
Danaher
DHR
+$741K

Sector Composition

1 Healthcare 18.13%
2 Technology 16.09%
3 Financials 6.74%
4 Industrials 6.32%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.37%
12,762
-185
52
$1.84M 0.35%
10,902
+620
53
$1.78M 0.34%
45,827
-55
54
$1.7M 0.33%
4,318
+245
55
$1.48M 0.28%
7,569
+550
56
$1.37M 0.26%
9,447
-175
57
$1.37M 0.26%
52,828
+7,787
58
$1.36M 0.26%
25,102
+3,010
59
$1.35M 0.26%
4,228
+400
60
$1.34M 0.26%
11,297
-40
61
$1.26M 0.24%
3,220
-25
62
$1.24M 0.24%
19,905
+1,000
63
$1.23M 0.24%
4,526
-40
64
$1.2M 0.23%
32,952
+600
65
$1.2M 0.23%
7,090
-25
66
$1.15M 0.22%
4,341
67
$1.15M 0.22%
13,334
+638
68
$1.13M 0.22%
4,104
69
$1.12M 0.21%
11,150
+1,000
70
$1.07M 0.2%
4,620
-650
71
$1.06M 0.2%
890
+44
72
$1.04M 0.2%
7,410
-55
73
$1.01M 0.19%
2,830
74
$1.01M 0.19%
19,222
75
$976K 0.19%
11,728
+210
1 2
3
4 5