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
$440M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.59M
3
+$2.53M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.62M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$6.32M
2
+$4.83M
3
+$3.15M
4
XYL icon
Xylem
XYL
+$1.31M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.07M

Sector Composition

1 Technology 16.94%
2 Healthcare 13.24%
3 Financials 8.96%
4 Industrials 8.6%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.3%
10,663
-50
52
$1.29M 0.29%
10,400
-34
53
$1.25M 0.28%
25,231
+390
54
$1.24M 0.28%
13,421
-240
55
$1.22M 0.28%
44,619
-1,950
56
$1.17M 0.27%
15,950
-450
57
$1.16M 0.26%
38,500
-2,895
58
$1.12M 0.25%
15,551
+225
59
$1.11M 0.25%
5,515
-425
60
$1.11M 0.25%
15,843
-985
61
$1.1M 0.25%
19,247
+14,675
62
$1.08M 0.25%
19,590
+745
63
$1.06M 0.24%
11,078
-10
64
$1.06M 0.24%
5,091
+655
65
$1.06M 0.24%
32,029
-300
66
$1.04M 0.24%
19,536
+13,194
67
$999K 0.23%
17,852
+8
68
$992K 0.23%
24,283
69
$958K 0.22%
4,880
+295
70
$943K 0.21%
24,498
+4,775
71
$924K 0.21%
3,010
-1,350
72
$912K 0.21%
13,247
-1,550
73
$908K 0.21%
2,125
+120
74
$877K 0.2%
7,456
+1,295
75
$864K 0.2%
1,713
1 2
3
4 5