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
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.06%
+911
127
$171K 0.06%
+4,550
128
$160K 0.05%
+7,500
129
$157K 0.05%
+7,056
130
$156K 0.05%
+1,022
131
$155K 0.05%
+3,100
132
$145K 0.05%
+1,047
133
$140K 0.05%
+3,075
134
$135K 0.04%
+2,566
135
$128K 0.04%
+1,995
136
$126K 0.04%
+1,155
137
$121K 0.04%
+600
138
$120K 0.04%
+829
139
$119K 0.04%
+4,765
140
$111K 0.04%
+6,750
141
$110K 0.04%
+2,338
142
$110K 0.04%
+2,530
143
$109K 0.04%
+2,650
144
$105K 0.03%
+848
145
$105K 0.03%
+5,703
146
$100K 0.03%
+2,299
147
$99K 0.03%
+599
148
$97K 0.03%
+673
149
$97K 0.03%
+3,050
150
$95K 0.03%
+1,863
4 5
6
7 8