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
$608M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.97M
3
+$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$949K

Top Sells

1
+$8.07M
2
+$4.25M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$981K
5
ABT icon
Abbott
ABT
+$694K

Sector Composition

1 Technology 16.63%
2 Healthcare 10.78%
3 Financials 10.38%
4 Industrials 8.05%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$411K 0.07%
1,690
+326
102
$410K 0.07%
9,262
103
$408K 0.07%
5,136
-770
104
$407K 0.07%
3,743
105
$378K 0.06%
8,000
106
$368K 0.06%
5,050
-250
107
$350K 0.06%
1,585
+80
108
$342K 0.06%
2,924
+79
109
$332K 0.05%
1,680
110
$314K 0.05%
2,300
111
$307K 0.05%
4,894
-1,000
112
$291K 0.05%
2,606
-28
113
$290K 0.05%
2,128
-73
114
$277K 0.05%
6,179
-31
115
$269K 0.04%
459
116
$257K 0.04%
2,323
117
$257K 0.04%
+2,845
118
$256K 0.04%
+9,885
119
$255K 0.04%
+10,020
120
$253K 0.04%
+9,855
121
$247K 0.04%
810
-89
122
$244K 0.04%
625
123
$241K 0.04%
3,950
124
$234K 0.04%
476
-3
125
$231K 0.04%
3,500
-3,234
2 3 4
5
6