BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+4.74%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$187M
AUM Growth
+$187M
(+22%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
15.39%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
148
New
66
Increased
40
Reduced
18
Closed
8
Top Buys
| 1 |
Danaher
DHR
|
$1.64M |
| 2 |
Fiserv
FI
|
$1.64M |
| 3 |
CELG
Celgene Corp
CELG
|
$1.47M |
| 4 |
COL
Rockwell Collins
COL
|
$1.3M |
| 5 |
Ametek
AME
|
$1.24M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$1.09M |
| 2 |
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
|
$987K |
| 3 |
Viatris
VTRS
|
$370K |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$281K |
| 5 |
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% |
