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
$584M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.68M
3
+$1.52M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$912K

Top Sells

1
+$1.7M
2
+$750K
3
+$651K
4
CNC icon
Centene
CNC
+$506K
5
MSFT icon
Microsoft
MSFT
+$368K

Sector Composition

1 Healthcare 17.67%
2 Technology 15.94%
3 Financials 6.44%
4 Industrials 6.42%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.33%
34,551
52
$1.89M 0.32%
4,335
+17
53
$1.86M 0.32%
16,700
+5,550
54
$1.84M 0.31%
8,059
+490
55
$1.83M 0.31%
4,419
+191
56
$1.81M 0.31%
45,914
+87
57
$1.76M 0.3%
11,366
+464
58
$1.68M 0.29%
+40,235
59
$1.62M 0.28%
3,220
60
$1.59M 0.27%
9,517
+70
61
$1.59M 0.27%
7,640
+550
62
$1.57M 0.27%
11,573
+276
63
$1.4M 0.24%
22,637
-2,465
64
$1.4M 0.24%
54,618
+1,790
65
$1.4M 0.24%
8,559
+1,149
66
$1.3M 0.22%
5,108
+582
67
$1.28M 0.22%
4,620
68
$1.26M 0.22%
33,854
+902
69
$1.25M 0.21%
4,104
70
$1.22M 0.21%
4,341
71
$1.2M 0.21%
25,033
+11,331
72
$1.18M 0.2%
19,872
+650
73
$1.18M 0.2%
50,000
-72,387
74
$1.15M 0.2%
13,334
75
$1.13M 0.19%
13,765
-6,140
1 2
3
4 5