BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.94%
100,373
+3,181
27
$2.24M 0.91%
13,212
-1,447
28
$2.23M 0.91%
22,987
-335
29
$2.23M 0.91%
109,680
+4,776
30
$2.23M 0.91%
197,529
-48,327
31
$2.16M 0.88%
84,320
+1,128
32
$2.16M 0.88%
64,871
-3,480
33
$2M 0.81%
20,477
+1,696
34
$1.97M 0.8%
111,640
+5,620
35
$1.92M 0.78%
28,454
+1,840
36
$1.86M 0.76%
121,828
-38,964
37
$1.86M 0.76%
25,138
+525
38
$1.8M 0.73%
40,654
+1,410
39
$1.79M 0.73%
49,081
+1,190
40
$1.69M 0.69%
68,175
-8,390
41
$1.68M 0.68%
34,888
+120
42
$1.66M 0.68%
55,287
+3,600
43
$1.63M 0.66%
44,390
-650
44
$1.6M 0.65%
15,873
-341
45
$1.58M 0.64%
91,588
+5,796
46
$1.57M 0.64%
78,568
-3,804
47
$1.54M 0.63%
20,281
-250
48
$1.54M 0.62%
17,145
-100
49
$1.52M 0.62%
23,370
-1,885
50
$1.49M 0.6%
21,606
+112
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