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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.9%
72,807
+647
27
$2.65M 0.89%
68,672
+7,507
28
$2.65M 0.89%
+52,175
29
$2.64M 0.88%
44,276
-6,862
30
$2.63M 0.88%
39,064
+1,553
31
$2.58M 0.86%
54,172
+2,750
32
$2.56M 0.86%
62,487
-1,399
33
$2.54M 0.85%
116,378
+2,490
34
$2.46M 0.82%
31,188
+1,170
35
$2.4M 0.81%
117,758
+4,765
36
$2.37M 0.8%
123,704
+16,744
37
$2.36M 0.79%
24,077
+182
38
$2.28M 0.77%
44,426
+1,640
39
$2.28M 0.76%
19,981
-458
40
$2.19M 0.73%
51,052
+440
41
$2.18M 0.73%
82,350
+38
42
$2.06M 0.69%
45,146
+18,920
43
$2.02M 0.68%
26,978
+2,240
44
$2.01M 0.67%
25,208
+115
45
$1.98M 0.66%
36,676
+660
46
$1.91M 0.64%
10,160
-2,465
47
$1.9M 0.64%
61,413
+2,544
48
$1.79M 0.6%
65,446
+20,960
49
$1.74M 0.58%
72,808
-4,780
50
$1.71M 0.57%
93,873
+51,774
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