BUFFINGTON MOHR MCNEAL

HTTP://WWW.BMMRIA.COM BOISE, ID Investment Advisor How do I update this listing?

Buffington Mohr Mcneal is based out of Boise. Buffington Mohr Mcneal is a large advisory firm with 510 clients and discretionary assets under management (AUM) of $522,416,220 (Form ADV from 2019-03-27). Their last reported 13F filing for Q3 2019 included $326,674,000 in managed 13F securities and a top 10 holdings concentration of 40.64%. Buffington Mohr Mcneal's largest holding is Schwab U.S. Large-Cap ETF with shares held of 280,442. Buffington Mohr Mcneal has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 57 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $326.674 Million
  • Prior Market Value $319.859 Million
  • New Purchases2 stocks
  • Additional Purchases54 stocks
  • Sold out of5 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 40.64 %
  • Turnover % [1]:6.19%
  • Turnover Alt % [2]: 6.16 %
  • Time Held Top20:15.55 quarters
  • Time Held Top10:12.90 quarters
  • Time Held All:15.39 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 4.07%
Performance Last 4 Quarters: 11.64%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BUFFINGTON MOHR MCNEAL
802 WEST BANNOCK STREET SUITE 100
BOISE ID    83702
Country: United States

Business Phone: 208-338-5551
Fax: 208-338-5552
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Partnership
Organized in: ID
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 510
Amount of client funds and securities by related persons: 2,495,270
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

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TBFM LLP

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
BUFFINGTON, MELVIN, DEAN CONSULTANT 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
TBFM LLP CONSULTANT direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2005-03-29
TBFM LLP PARTNER/CCO direct 1998-04-01 2006-03-27
TBFM LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01 2008-07-16
TBFM LLP GENERALPARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01 2014-03-17
MOHR, BRUCE, RICHARD GENERAL PARTNER/CHIEF COMPLIANCE OFFICER 04/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TBFM LLP GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2008-07-16
TBFM LLP GENERAL PARTNER direct 1998-04-01 2014-03-17
MCNEAL, CAREY, HALE GENERAL PARTNER 04/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TBFM LLP GENERAL PARTNER direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2008-07-16

TBFM LLP

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
BUFFINGTON, MELVIN, DEAN CONSULTANT 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
TBFM LLP CONSULTANT direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2005-03-29
TBFM LLP PARTNER/CCO direct 1998-04-01 2006-03-27
TBFM LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01 2008-07-16
TBFM LLP GENERALPARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01 2014-03-17
MOHR, BRUCE, RICHARD GENERAL PARTNER/CHIEF COMPLIANCE OFFICER 04/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TBFM LLP GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2008-07-16
TBFM LLP GENERAL PARTNER direct 1998-04-01 2014-03-17
MCNEAL, CAREY, HALE GENERAL PARTNER 04/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TBFM LLP GENERAL PARTNER direct 1998-04-01
TBFM LLP PARTNER direct 1998-04-01 2008-07-16

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