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
$466M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.31M
3
+$3.83M
4
BR icon
Broadridge
BR
+$2.25M
5
VMW
VMware, Inc
VMW
+$1.45M

Top Sells

1
+$4.06M
2
+$770K
3
+$652K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$517K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Healthcare 17.81%
2 Technology 16.25%
3 Industrials 6.73%
4 Financials 6.51%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$837K 0.18%
3,278
+150
77
$834K 0.18%
12,050
78
$825K 0.18%
9,450
79
$804K 0.17%
2,830
-400
80
$797K 0.17%
10,438
81
$795K 0.17%
2,005
+50
82
$792K 0.17%
10,150
83
$713K 0.15%
4,700
+1,825
84
$683K 0.15%
17,885
+240
85
$663K 0.14%
13,503
+3,903
86
$615K 0.13%
23,511
+10,291
87
$603K 0.13%
3,200
-40
88
$574K 0.12%
5,738
-60
89
$560K 0.12%
2,674
90
$552K 0.12%
+14,130
91
$547K 0.12%
21,502
+7,852
92
$528K 0.11%
12,514
+1,074
93
$520K 0.11%
8,942
+75
94
$516K 0.11%
18,784
-105
95
$516K 0.11%
11,397
+423
96
$496K 0.11%
2,243
97
$473K 0.1%
2,934
98
$471K 0.1%
30,000
99
$440K 0.09%
12,149
+2,819
100
$424K 0.09%
4,700
-350
2 3
4
5 6