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
$355M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.82M
3
+$1.78M
4
CLVT icon
Clarivate
CLVT
+$1.37M
5
KR icon
Kroger
KR
+$1.07M

Top Sells

1
+$5.17M
2
+$2.95M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.26M
5
HPI
John Hancock Preferred Income Fund
HPI
+$489K

Sector Composition

1 Technology 17.31%
2 Healthcare 17.29%
3 Industrials 6.74%
4 Financials 4.77%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$706K 0.2%
4,175
-140
77
$704K 0.2%
12,050
-2,200
78
$663K 0.19%
7,594
+113
79
$630K 0.18%
3,528
+250
80
$609K 0.17%
10,322
+104
81
$602K 0.17%
5,214
82
$583K 0.16%
3,230
-50
83
$565K 0.16%
9,820
-800
84
$541K 0.15%
3,907
-500
85
$536K 0.15%
10,150
-1,300
86
$512K 0.14%
8,549
+281
87
$505K 0.14%
21,609
-1,340
88
$482K 0.14%
3,240
-600
89
$472K 0.13%
8,562
-3,258
90
$461K 0.13%
30,000
-30,000
91
$442K 0.12%
11,383
-32
92
$423K 0.12%
2,674
93
$385K 0.11%
23,596
-3,268
94
$381K 0.11%
2,918
+119
95
$368K 0.1%
5,050
96
$341K 0.1%
1,376
+10
97
$335K 0.09%
2,343
98
$335K 0.09%
10,794
+167
99
$327K 0.09%
16,725
-25,000
100
$324K 0.09%
2,800
+175
1 2 3
4
5