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
$570M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.96M
3
+$1.87M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.24M
5
RSG icon
Republic Services
RSG
+$815K

Top Sells

1
+$1.43M
2
+$1.13M
3
+$753K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$751K
5
SPGI icon
S&P Global
SPGI
+$724K

Sector Composition

1 Technology 17.3%
2 Healthcare 10.92%
3 Financials 10.01%
4 Industrials 8.57%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-14,218
127
– –
-16,668
128
– –
-7,094
129
– –
-2,050
130
– –
-3,000
131
– –
-885
132
– –
-680
2 3 4 5
6