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
$456M
AUM Growth
-$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.69M
3
+$1.79M
4
GREI
Goldman Sachs Future Real Estate and Infrastructure Equity ETF
GREI
+$1.15M
5
AAPL icon
Apple
AAPL
+$771K

Top Sells

1
+$1.53M
2
+$1.49M
3
+$1.49M
4
V icon
Visa
V
+$920K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$741K

Sector Composition

1 Healthcare 17.68%
2 Technology 17.14%
3 Financials 8.6%
4 Industrials 6.1%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.33%
33,001
-475
52
$1.5M 0.33%
48,069
-100
53
$1.5M 0.33%
4,314
54
$1.32M 0.29%
22,212
+125
55
$1.32M 0.29%
4,769
56
$1.32M 0.29%
54,618
57
$1.29M 0.28%
15,222
-810
58
$1.28M 0.28%
13,334
59
$1.27M 0.28%
51,375
+17,960
60
$1.25M 0.27%
16,700
61
$1.25M 0.27%
19,822
-50
62
$1.23M 0.27%
3,805
-245
63
$1.23M 0.27%
13,287
+1,762
64
$1.2M 0.26%
8,134
-1,250
65
$1.19M 0.26%
8,281
-820
66
$1.19M 0.26%
4,341
67
$1.15M 0.25%
+33,885
68
$1.14M 0.25%
882
69
$1.13M 0.25%
11,936
-581
70
$1.11M 0.24%
4,076
+567
71
$1.08M 0.24%
11,167
-211
72
$1.05M 0.23%
33,304
+250
73
$1.03M 0.23%
10,067
-1,100
74
$981K 0.22%
25,033
75
$968K 0.21%
6,815
-825
1 2
3
4 5