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
$498M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.37M
3
+$6.33M
4
BAC icon
Bank of America
BAC
+$4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M

Top Sells

1
+$8.55M
2
+$6.98M
3
+$4.44M
4
DHR icon
Danaher
DHR
+$2.29M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.15M

Sector Composition

1 Technology 17.38%
2 Healthcare 12.07%
3 Financials 10.22%
4 Industrials 8.84%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.28%
32,029
52
$1.3M 0.26%
26,861
+1,630
53
$1.29M 0.26%
11,161
-2,260
54
$1.27M 0.26%
11,707
+629
55
$1.25M 0.25%
9,500
-900
56
$1.25M 0.25%
5,515
57
$1.21M 0.24%
35,485
-3,015
58
$1.2M 0.24%
48,184
-46,176
59
$1.2M 0.24%
24,283
60
$1.18M 0.24%
14,001
-1,550
61
$1.17M 0.24%
19,322
+75
62
$1.12M 0.23%
14,218
-1,625
63
$1.11M 0.22%
24,368
-130
64
$1.1M 0.22%
5,086
-5
65
$1.07M 0.21%
4,280
-600
66
$1.03M 0.21%
19,536
67
$1.03M 0.21%
17,397
-455
68
$1.01M 0.2%
2,125
69
$999K 0.2%
17,383
-2,207
70
$983K 0.2%
13,247
71
$932K 0.19%
1,769
+56
72
$869K 0.17%
2,476
-534
73
$835K 0.17%
3,399
+87
74
$766K 0.15%
8,100
-600
75
$743K 0.15%
7,436
-20
1 2
3
4 5