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
$285M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.84M
3
+$1.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M

Top Sells

1
+$1.28M
2
+$853K
3
+$301K
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$220K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$219K

Sector Composition

1 Technology 11.23%
2 Healthcare 9.22%
3 Financials 8.62%
4 Industrials 7.58%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.89%
51,422
+2,102
27
$2.52M 0.88%
37,511
+1,605
28
$2.4M 0.84%
196,821
-708
29
$2.39M 0.84%
63,886
-985
30
$2.36M 0.83%
149,876
+28,048
31
$2.34M 0.82%
12,625
-587
32
$2.32M 0.81%
23,895
+908
33
$2.26M 0.79%
42,786
+2,132
34
$2.25M 0.79%
113,888
+4,208
35
$2.23M 0.78%
30,018
+1,564
36
$2.2M 0.77%
20,439
-38
37
$2.19M 0.77%
82,312
-2,008
38
$2.14M 0.75%
106,960
+15,372
39
$2.06M 0.72%
25,093
-45
40
$2.04M 0.72%
50,612
+1,531
41
$2M 0.7%
36,016
+1,128
42
$2M 0.7%
112,993
+1,353
43
$1.98M 0.7%
58,869
+3,582
44
$1.85M 0.65%
15,819
-54
45
$1.77M 0.62%
24,738
+563
46
$1.75M 0.62%
26,910
+3,520
47
$1.75M 0.61%
44,390
48
$1.66M 0.58%
77,588
-980
49
$1.66M 0.58%
62,000
-6,175
50
$1.66M 0.58%
20,106
-175
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