BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
1-Year Return
5.85%
This Quarter Return
-15.65%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$300M
AUM Growth
-$53.2M
(-15%)
Cap. Flow
+$9.11M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
43.42%
Holding
117
New
6
Increased
55
Reduced
30
Closed
12
Top Buys
| 1 |
XLNX
Xilinx Inc
XLNX
|
$2.51M |
| 2 |
CTLT
CATALENT, INC.
CTLT
|
$1.67M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.16M |
| 4 |
Danaher
DHR
|
$819K |
| 5 |
Amazon
AMZN
|
$610K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.17M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$858K |
| 3 |
Starbucks
SBUX
|
$798K |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$712K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$379K |
Sector Composition
| 1 | Healthcare | 16.58% |
| 2 | Technology | 16.24% |
| 3 | Industrials | 7.9% |
| 4 | Financials | 5.44% |
| 5 | Consumer Staples | 4.5% |
