BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
-3.07%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$507M
AUM Growth
+$507M
(-16%)
Cap. Flow
-$75.5M
Cap. Flow
% of AUM
-14.89%
Top 10 Holdings %
Top 10 Hldgs %
45.3%
Holding
141
New
8
Increased
14
Reduced
74
Closed
30
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$13.3M |
| 2 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$2.07M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.98M |
| 4 |
Idacorp
IDA
|
$1.97M |
| 5 |
Goldman Sachs
GS
|
$1.09M |
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$15.9M |
| 2 |
Freeport-McMoran
FCX
|
$4.4M |
| 3 |
Chevron
CVX
|
$3.99M |
| 4 |
JPMorgan Chase
JPM
|
$3.04M |
| 5 |
Fiserv
FI
|
$2.76M |
Sector Composition
| 1 | Technology | 14.72% |
| 2 | Financials | 12.04% |
| 3 | Industrials | 7.87% |
| 4 | Healthcare | 7.69% |
| 5 | Consumer Staples | 6.39% |
