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
$227M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.71M
3
+$2.15M
4
WFC icon
Wells Fargo
WFC
+$1.28M
5
FDC
First Data Corporation
FDC
+$1.26M

Top Sells

1
+$870K
2
+$648K
3
+$527K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$286K
5
FTV icon
Fortive
FTV
+$280K

Sector Composition

1 Industrials 12.95%
2 Healthcare 12.94%
3 Technology 8.63%
4 Financials 6.44%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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