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
$570M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.96M
3
+$1.87M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.24M
5
RSG icon
Republic Services
RSG
+$815K

Top Sells

1
+$1.43M
2
+$1.13M
3
+$753K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$751K
5
SPGI icon
S&P Global
SPGI
+$724K

Sector Composition

1 Technology 17.3%
2 Healthcare 10.92%
3 Financials 10.01%
4 Industrials 8.57%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.28%
29,490
+2,275
52
$1.54M 0.27%
15,359
-655
53
$1.39M 0.24%
7,138
+5
54
$1.37M 0.24%
5,515
55
$1.35M 0.24%
19,123
+76
56
$1.35M 0.24%
22,783
57
$1.29M 0.23%
32,445
+216
58
$1.19M 0.21%
47,429
+1,198
59
$1.16M 0.2%
25,218
60
$1.12M 0.2%
34,160
61
$1.11M 0.19%
8,985
+665
62
$1.11M 0.19%
11,375
63
$1.09M 0.19%
1,998
-10
64
$1.07M 0.19%
16,830
-292
65
$1.03M 0.18%
5,137
-137
66
$1.01M 0.18%
13,373
+500
67
$1M 0.18%
3,202
+379
68
$980K 0.17%
3,267
+5
69
$968K 0.17%
15,346
-2,000
70
$932K 0.16%
2,900
+600
71
$923K 0.16%
13,632
-5,286
72
$921K 0.16%
4,380
-100
73
$914K 0.16%
1,794
+40
74
$911K 0.16%
38,385
+20,963
75
$885K 0.16%
3,924
-35
1 2
3
4 5