BUFFINGTON MOHR MCNEAL Information

P.O. BOX 2016, BOISE, Idaho, 83701, (208) 338-5551

Report Date: 03/31/2015

Position Statistics

Total Positions 99
New Positions 19
Increased Positions 42
Decreased Positions 44
Positions with Activity 86
Sold Out Positions 7
Total Mkt Value (in $ millions) 179

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.23%
Capital Goods 1.2%
Conglomerates 0.31%
Consumer Cyclical
Consumer/Non-Cyclical 2.67%
Energy 3.09%
Financial 31.14%
Healthcare 5.45%
Services 1.21%
Technology 4.53%
Transportation 3.8%
Utilities 1.71%

99 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB CAP TR LAUDS INTLMMSS 20,547 -206 (0.99) 865,496
BARON INVT FDS TR GROWTH FD 18,649 -369 (1.94) 250,524
SCHWAB STRATEGIC TR US LRG CAP ETF 13,361 338 2.59 267,226
JPMORGAN TR II HIGH YLD FD SELC 10,499 58 .55 1,403,655
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 8,493 353 4.33 578,573
AIM INV FDS INVSC DEV MKTS A 8,475 26 .31 305,180
SELECT SECTOR SPDR TR TECHNOLOGY 7,158 64 .90 168,970
ISHARES 1-3 YR CR BD ETF 7,146 -209 (2.85) 67,997
OPPENHEIMER INTL GROWTH FD CL A SHS 6,595 20 .30 174,845
GLENMEDE FD INC SMALL CAP EQTY 5,109 242 4.97 191,638
COSTCO WHSL CORP NEW COM 4,864 -24 (0.49) 33,652
MYLAN N V SHS EURO 3,629 -83 (2.24) 64,407
MICROSOFT CORP COM 3,474 -34 (0.97) 76,614
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 3,085 133 4.49 139,225
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 3,019 -76 (2.45) 139,359
JOHNSON & JOHNSON COM 2,876 -42 (1.43) 29,049
EXXON MOBIL CORP COM 2,859 -45 (1.56) 34,661
CHUBB CORP COM 2,833 -145 (4.87) 22,880
VANGUARD FIXED INCOME SECS FD S/T TREAS ADML 2,753 5 .17 256,783
TECO ENERGY INC COM 2,482 2,482 New 115,123


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