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
$261M
AUM Growth
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.11M
3
+$1.28M
4
APH icon
Amphenol
APH
+$1.13M
5
AME icon
Ametek
AME
+$812K

Top Sells

1
+$2.34M
2
+$1.97M
3
+$1.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.21M

Sector Composition

1 Healthcare 14.3%
2 Technology 10.9%
3 Industrials 9.55%
4 Financials 8.38%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.23%
4,935
+685
77
$565K 0.22%
4,200
-64
78
$563K 0.22%
12,726
+3,780
79
$558K 0.21%
10,760
-2,120
80
$548K 0.21%
+12,785
81
$548K 0.21%
4,685
82
$543K 0.21%
2,958
-496
83
$535K 0.2%
2,500
+390
84
$534K 0.2%
5,825
-200
85
$534K 0.2%
2,030
-150
86
$516K 0.2%
6,579
-2,220
87
$512K 0.2%
29,600
-2,004
88
$511K 0.2%
17,050
+8,400
89
$490K 0.19%
21,420
90
$482K 0.18%
+12,710
91
$468K 0.18%
16,775
+4,050
92
$468K 0.18%
6,050
+1,325
93
$467K 0.18%
4,115
-195
94
$461K 0.18%
2,311
-50
95
$448K 0.17%
1,310
-180
96
$434K 0.17%
7,491
+1,000
97
$432K 0.17%
4,125
+1,925
98
$408K 0.16%
+2,700
99
$381K 0.15%
2,674
100
$381K 0.15%
3,666
1 2 3
4
5