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
$456M
AUM Growth
-$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$1.53M
2 +$1.49M
3 +$1.49M
4
V icon
Visa
V
+$920K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$741K

Sector Composition

1 Healthcare 17.68%
2 Technology 17.14%
3 Financials 8.6%
4 Industrials 6.1%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,539
127
-3,545
128
-2,650