BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+9.36%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$552M
AUM Growth
+$552M
(+11%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
135
New
6
Increased
51
Reduced
54
Closed
6
Top Buys
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$6.58M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.12M |
| 3 |
Broadcom
AVGO
|
$2.05M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.94M |
| 5 |
Republic Services
RSG
|
$1.74M |
Top Sells
| 1 |
Broadridge
BR
|
$5.25M |
| 2 |
Texas Instruments
TXN
|
$3.61M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.5M |
| 4 |
S&P Global
SPGI
|
$1M |
| 5 |
Pfizer
PFE
|
$508K |
Sector Composition
| 1 | Technology | 16.42% |
| 2 | Healthcare | 12.12% |
| 3 | Financials | 10.2% |
| 4 | Industrials | 9.34% |
| 5 | Consumer Staples | 5.63% |
