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
201
$41K 0.01%
+340
202
$41K 0.01%
700
-16,970
203
$39K 0.01%
+1,600
204
$39K 0.01%
+348
205
$36K 0.01%
+2,715
206
$35K 0.01%
+438
207
$33K 0.01%
+310
208
$33K 0.01%
+484
209
$31K 0.01%
+771
210
$30K 0.01%
+350
211
$30K 0.01%
+2,160
212
$30K 0.01%
+665
213
$29K 0.01%
+100
214
$29K 0.01%
+650
215
$29K 0.01%
+580
216
$28K 0.01%
+1,400
217
$28K 0.01%
+345
218
$28K 0.01%
+394
219
$28K 0.01%
+2,000
220
$28K 0.01%
+207
221
$26K 0.01%
+96
222
$26K 0.01%
+2,661
223
$25K 0.01%
+250
224
$25K 0.01%
+295
225
$24K 0.01%
+275
7 8
9
10 11