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
$228M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$2.47M
3
+$2.14M
4
CVX icon
Chevron
CVX
+$2.06M
5
HON icon
Honeywell
HON
+$1.64M

Top Sells

1
+$3.01M
2
+$693K
3
+$217K
4
FAST icon
Fastenal
FAST
+$212K
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$189K

Sector Composition

1 Industrials 9.73%
2 Healthcare 9.42%
3 Technology 6.6%
4 Consumer Staples 4.16%
5 Energy 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.1%
6,105
+1,266
102
$219K 0.1%
1,985
+42
103
$211K 0.09%
3,057
+550
104
$205K 0.09%
+7,500
105
$203K 0.09%
1,864
+664
106
$188K 0.08%
+2,050
107
$180K 0.08%
+2,550
108
$176K 0.08%
3,700
+1,133
109
$171K 0.08%
+2,400
110
$167K 0.07%
+5,863
111
$162K 0.07%
6,300
112
$149K 0.07%
1,500
113
$146K 0.06%
+4,720
114
$145K 0.06%
707
+31
115
$143K 0.06%
+5,252
116
$141K 0.06%
5,385
+100
117
$139K 0.06%
+6,702
118
$135K 0.06%
1,000
119
$133K 0.06%
2,225
-75
120
$133K 0.06%
5,080
-220
121
$132K 0.06%
+4,440
122
$131K 0.06%
+1,672
123
$124K 0.05%
1,768
+57
124
$117K 0.05%
6,750
125
$116K 0.05%
495
2 3 4
5
6