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
$187M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$1.47M
4
COL
Rockwell Collins
COL
+$1.3M
5
AME icon
Ametek
AME
+$1.24M

Top Sells

1
+$1.09M
2
+$987K
3
+$370K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$281K
5
BLD icon
TopBuild
BLD
+$249K

Sector Composition

1 Healthcare 9.38%
2 Industrials 7.27%
3 Technology 5.28%
4 Consumer Staples 4.66%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.14%
+5,450
77
$255K 0.14%
+6,000
78
$246K 0.13%
+1,300
79
$245K 0.13%
4,507
+1,400
80
$239K 0.13%
9,235
81
$219K 0.12%
1,943
+199
82
$217K 0.12%
+3,700
83
$216K 0.12%
+2,550
84
$212K 0.11%
+20,800
85
$212K 0.11%
+6,146
86
$181K 0.1%
+2,507
87
$164K 0.09%
+3,000
88
$163K 0.09%
6,300
89
$161K 0.09%
+4,839
90
$141K 0.08%
5,300
91
$138K 0.07%
2,300
+200
92
$138K 0.07%
+676
93
$137K 0.07%
1,719
94
$137K 0.07%
5,285
95
$134K 0.07%
+1,200
96
$129K 0.07%
+1,500
97
$127K 0.07%
+1,000
98
$127K 0.07%
6,750
99
$126K 0.07%
+2,567
100
$125K 0.07%
+3,430
1 2 3
4
5