BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+0.6%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$603M
AUM Growth
+$603M
(-0.81%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
4.97%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
139
New
9
Increased
59
Reduced
37
Closed
6
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$3.88M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.68M |
| 3 |
Apple
AAPL
|
$1.13M |
| 4 |
Parker-Hannifin
PH
|
$1.08M |
| 5 |
Broadcom
AVGO
|
$754K |
Top Sells
| 1 |
Elevance Health
ELV
|
$5.56M |
| 2 |
Marvell Technology
MRVL
|
$3.1M |
| 3 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$1.78M |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$1.17M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.03M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.68% |
| 3 | Healthcare | 8.41% |
| 4 | Industrials | 7.97% |
| 5 | Consumer Staples | 6.22% |
