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
$603M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.68M
3
+$1.13M
4
PH icon
Parker-Hannifin
PH
+$1.08M
5
AVGO icon
Broadcom
AVGO
+$754K

Top Sells

1
+$5.56M
2
+$3.1M
3
+$1.78M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.17M
5
CALF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHV icon
101
iShares Short Treasury Bond ETF
SHV
$20.7B
$388K 0.06%
3,523
+1,200
EMR icon
102
Emerson Electric
EMR
$72.8B
$363K 0.06%
2,932
+910
VTI icon
103
Vanguard Total Stock Market ETF
VTI
$543B
$353K 0.06%
1,218
-680
IBDT icon
104
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$347K 0.06%
+13,944
NEM icon
105
Newmont
NEM
$99.7B
$342K 0.06%
9,185
-650
IWM icon
106
iShares Russell 2000 ETF
IWM
$69.9B
$341K 0.06%
1,544
-41
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$337K 0.06%
2,924
PFE icon
108
Pfizer
PFE
$139B
$331K 0.05%
+12,462
AFL icon
109
Aflac
AFL
$57.6B
$327K 0.05%
3,166
+560
HSIC icon
110
Henry Schein
HSIC
$7.64B
$326K 0.05%
4,705
-345
PRU icon
111
Prudential Financial
PRU
$35.4B
$308K 0.05%
+2,600
COPX icon
112
Global X Copper Miners ETF NEW
COPX
$2.74B
$305K 0.05%
8,000
VZ icon
113
Verizon
VZ
$171B
$305K 0.05%
7,628
+1,449
DGRO icon
114
iShares Core Dividend Growth ETF
DGRO
$35.3B
$300K 0.05%
4,894
ABBV icon
115
AbbVie
ABBV
$406B
$299K 0.05%
1,680
MMM icon
116
3M
MMM
$81.3B
$297K 0.05%
2,300
VGT icon
117
Vanguard Information Technology ETF
VGT
$109B
$285K 0.05%
459
IBMO icon
118
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$268K 0.04%
10,509
+654
ISRG icon
119
Intuitive Surgical
ISRG
$160B
$265K 0.04%
507
+31
EW icon
120
Edwards Lifesciences
EW
$43.8B
$259K 0.04%
3,500
IBMR icon
121
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$296M
$250K 0.04%
10,020
MCD icon
122
McDonald's
MCD
$220B
$240K 0.04%
826
+16
BMY icon
123
Bristol-Myers Squibb
BMY
$88.8B
$239K 0.04%
+4,234
SO icon
124
Southern Company
SO
$108B
$234K 0.04%
2,845
CAT icon
125
Caterpillar
CAT
$247B
$227K 0.04%
625
2 3 4
5
6