BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+6.7%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$354M
AUM Growth
+$354M
(+8.3%)
Cap. Flow
+$6.08M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
41.43%
Holding
116
New
3
Increased
36
Reduced
40
Closed
5
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.06M |
| 2 |
Truist Financial
TFC
|
$2.75M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$2.19M |
| 4 |
Visa
V
|
$1.36M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$1.13M |
Top Sells
| 1 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$3.49M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$2.69M |
| 3 |
Resideo Technologies
REZI
|
$1.2M |
| 4 |
Fiserv
FI
|
$759K |
| 5 |
Johnson & Johnson
JNJ
|
$646K |
Sector Composition
| 1 | Technology | 15.89% |
| 2 | Healthcare | 15.49% |
| 3 | Industrials | 9.81% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 3.82% |
