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
$257M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.14M
3
+$1.01M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$896K
5
NXPI icon
NXP Semiconductors
NXPI
+$548K

Top Sells

1
+$2.77M
2
+$2.01M
3
+$1.91M
4
WFC icon
Wells Fargo
WFC
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$1.08M

Sector Composition

1 Healthcare 13.99%
2 Industrials 10.25%
3 Technology 9.62%
4 Financials 6.66%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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131
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132
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133
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134
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135
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136
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137
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138
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139
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-122,370
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6