BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.95M
3
+$7.85M
4
URI icon
United Rentals
URI
+$3.83M
5
FCX icon
Freeport-McMoran
FCX
+$3.63M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$9.97M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$6.68M
5
XYL icon
Xylem
XYL
+$4.84M

Sector Composition

1 Technology 17.78%
2 Healthcare 17.05%
3 Financials 8.62%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-86,819
127
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-54,033
128
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-402
129
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-981
130
– –
-10,549
131
– –
-1,873
132
– –
-6,240
133
– –
-466
134
– –
-45,914
135
– –
-664,858
136
– –
-155,613
137
– –
-1,525
2 3 4 5
6