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
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95K 0.03%
+2,510
152
$93K 0.03%
+1,535
153
$92K 0.03%
+609
154
$92K 0.03%
+1,040
155
$90K 0.03%
+800
156
$90K 0.03%
+4,645
157
$87K 0.03%
+1,500
158
$87K 0.03%
+967
159
$87K 0.03%
+5,263
160
$86K 0.03%
+450
161
$82K 0.03%
+1,200
162
$78K 0.03%
+4,001
163
$78K 0.03%
+2,000
164
$77K 0.02%
+1,000
165
$77K 0.02%
+1,637
166
$75K 0.02%
+658
167
$69K 0.02%
+364
168
$69K 0.02%
+808
169
$67K 0.02%
+1,334
170
$67K 0.02%
+5,321
171
$67K 0.02%
+477
172
$66K 0.02%
+4,288
173
$66K 0.02%
+1,000
174
$65K 0.02%
+1,213
175
$65K 0.02%
+2,757
5 6
7
8 9