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
$463M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.74M
3
+$1.29M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$707K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$534K

Top Sells

1
+$4.81M
2
+$2.32M
3
+$1.49M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$1.29M
5
MKL icon
Markel Group
MKL
+$1.09M

Sector Composition

1 Technology 17.95%
2 Healthcare 13.37%
3 Financials 9.65%
4 Industrials 8.58%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,099
127
– –
-851
128
– –
-6,895
129
– –
-53,539
2 3 4 5
6