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
$300M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.67M
3
+$1.16M
4
DHR icon
Danaher
DHR
+$819K
5
AMZN icon
Amazon
AMZN
+$610K

Top Sells

1
+$1.17M
2
+$858K
3
+$798K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$712K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$379K

Sector Composition

1 Healthcare 16.58%
2 Technology 16.24%
3 Industrials 7.9%
4 Financials 5.44%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.2%
3,280
77
$567K 0.19%
2,200
-100
78
$556K 0.19%
4,005
+1,620
79
$553K 0.18%
5,214
-968
80
$525K 0.17%
3,840
81
$525K 0.17%
6,334
-689
82
$511K 0.17%
10,620
-500
83
$498K 0.17%
10,218
84
$480K 0.16%
4,407
-491
85
$477K 0.16%
22,949
-70
86
$466K 0.16%
4,234
+1,240
87
$447K 0.15%
8,268
+1,430
88
$446K 0.15%
+21,485
89
$432K 0.14%
11,450
90
$381K 0.13%
11,415
-94
91
$369K 0.12%
2,674
92
$365K 0.12%
+480
93
$346K 0.12%
26,864
-1,968
94
$329K 0.11%
10,627
95
$319K 0.11%
2,799
96
$311K 0.1%
3,003
-3
97
$284K 0.09%
2,625
+1,100
98
$278K 0.09%
5,050
-775
99
$268K 0.09%
2,343
-178
100
$260K 0.09%
1,366
-46
1 2 3
4
5