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
$498M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.37M
3
+$6.33M
4
BAC icon
Bank of America
BAC
+$4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M

Top Sells

1
+$8.55M
2
+$6.98M
3
+$4.44M
4
DHR icon
Danaher
DHR
+$2.29M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.15M

Sector Composition

1 Technology 17.38%
2 Healthcare 12.07%
3 Financials 10.22%
4 Industrials 8.84%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$346K 0.07%
2,198
+147
102
$344K 0.07%
3,778
103
$343K 0.07%
11,267
-665
104
$333K 0.07%
1,660
105
$324K 0.07%
6,014
-50
106
$304K 0.06%
3,000
-700
107
$300K 0.06%
+8,000
108
$298K 0.06%
1,004
109
$298K 0.06%
+2,749
110
$295K 0.06%
+12,324
111
$290K 0.06%
800
-500
112
$284K 0.06%
2,050
113
$270K 0.05%
7,154
114
$267K 0.05%
1,125
-42
115
$259K 0.05%
+1,353
116
$256K 0.05%
+2,323
117
$255K 0.05%
1,645
118
$251K 0.05%
2,751
119
$241K 0.05%
1,034
-82
120
$240K 0.05%
2,910
-666
121
$225K 0.05%
+464
122
$224K 0.05%
+680
123
$224K 0.04%
8,488
+79
124
$220K 0.04%
+7,400
125
$219K 0.04%
+3,950
2 3 4
5
6