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
176
$64K 0.02%
+617
177
$63K 0.02%
+512
178
$60K 0.02%
+2,100
179
$58K 0.02%
+133
180
$55K 0.02%
+4,084
181
$54K 0.02%
+1,225
182
$54K 0.02%
+418
183
$52K 0.02%
+1,068
184
$52K 0.02%
+500
185
$51K 0.02%
+631
186
$50K 0.02%
+443
187
$50K 0.02%
+1,814
188
$50K 0.02%
+1,300
189
$49K 0.02%
+250
190
$47K 0.02%
+551
191
$46K 0.01%
+194
192
$45K 0.01%
+700
193
$45K 0.01%
+1,132
194
$43K 0.01%
+255
195
$43K 0.01%
+1,498
196
$42K 0.01%
+260
197
$42K 0.01%
+1,500
198
$42K 0.01%
+370
199
$41K 0.01%
+485
200
$41K 0.01%
+600
6 7
8
9 10