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
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$391K 0.13%
4,140
-650
102
$384K 0.12%
2,510
-111
103
$377K 0.12%
8,140
+320
104
$340K 0.11%
12,500
105
$331K 0.11%
5,283
-312
106
$312K 0.1%
2,994
+654
107
$307K 0.1%
2,500
-200
108
$285K 0.09%
5,888
109
$272K 0.09%
9,340
-750
110
$262K 0.08%
+2,030
111
$258K 0.08%
747
-266
112
$253K 0.08%
1,410
-518
113
$231K 0.07%
2,322
-300
114
$224K 0.07%
+587
115
$223K 0.07%
+6,990
116
$217K 0.07%
+1,751
117
$216K 0.07%
+8,250
118
$197K 0.06%
+2,801
119
$195K 0.06%
+3,630
120
$187K 0.06%
+4,370
121
$184K 0.06%
+1,681
122
$181K 0.06%
+1,525
123
$177K 0.06%
+1,578
124
$177K 0.06%
+1,250
125
$176K 0.06%
+3,530
3 4
5
6 7