Buffington Mohr McNeal
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
76
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 23,593 | — |
| SCHWAB CAPITAL TRUST | 19,804 | — |
| JP MORGAN HIGH YLD BD | 11,006 | — |
| SCHX | 9,988 | — |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 9,079 | — |
| IGSB | 7,776 | — |
| POWERSHARES | 7,611 | — |
| Oppenheimer Intl Growth Fd A | 5,180 | — |
| XOM | 5,077 | — |
| XLK | 4,376 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|