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
$608M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.97M
3
+$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$949K

Top Sells

1
+$8.07M
2
+$4.25M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$981K
5
ABT icon
Abbott
ABT
+$694K

Sector Composition

1 Technology 16.63%
2 Healthcare 10.78%
3 Financials 10.38%
4 Industrials 8.05%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$934K 0.15%
7,947
+104
77
$924K 0.15%
2,900
78
$893K 0.15%
3,262
-5
79
$869K 0.14%
8,300
80
$829K 0.14%
3,365
-2
81
$820K 0.13%
6,993
+593
82
$807K 0.13%
6,800
83
$804K 0.13%
4,717
84
$683K 0.11%
2,468
-236
85
$647K 0.11%
4,425
-45
86
$619K 0.1%
1,750
-688
87
$598K 0.1%
3,692
-147
88
$597K 0.1%
3,350
89
$586K 0.1%
1,200
+1
90
$581K 0.1%
+30,000
91
$575K 0.09%
3,525
+125
92
$538K 0.09%
1,898
+868
93
$526K 0.09%
9,835
94
$519K 0.09%
3,050
-40
95
$513K 0.08%
4,972
-511
96
$484K 0.08%
19,237
97
$462K 0.08%
10,241
98
$439K 0.07%
1,987
99
$435K 0.07%
2,198
-20
100
$424K 0.07%
3,791
2 3
4
5 6