BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+2.34%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$262M
AUM Growth
+$262M
(+10%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
181
New
25
Increased
73
Reduced
26
Closed
9
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.98M |
| 2 |
Crown Castle
CCI
|
$3.34M |
| 3 |
BCR
CR Bard Inc.
BCR
|
$767K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$719K |
| 5 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$473K |
Top Sells
| 1 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
$2.35M |
| 2 |
Sonoco
SON
|
$630K |
| 3 |
Middleby
MIDD
|
$509K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$461K |
| 5 |
Fortive
FTV
|
$356K |
Sector Composition
| 1 | Healthcare | 9.8% |
| 2 | Industrials | 8.79% |
| 3 | Technology | 6.5% |
| 4 | Financials | 4.16% |
| 5 | Consumer Staples | 4.15% |
