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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.95%
160,150
+58,411
27
$4.21M 0.93%
80,907
-3,228
28
$3.88M 0.86%
43,708
-5,117
29
$3.82M 0.85%
20,507
-841
30
$3.77M 0.83%
162,579
+5,160
31
$3.65M 0.81%
45,014
-1,843
32
$3.62M 0.8%
122,424
+3,729
33
$3.46M 0.77%
25,450
+886
34
$3.41M 0.75%
41,894
-2,190
35
$3.38M 0.75%
64,134
-3,927
36
$3.34M 0.74%
30,945
-11
37
$3.28M 0.73%
35,841
+282
38
$3.28M 0.73%
41,046
+9,566
39
$3.16M 0.7%
28,398
+99
40
$3.16M 0.7%
59,002
-238
41
$3.06M 0.68%
61,974
+10
42
$3.03M 0.67%
47,362
+3,268
43
$2.99M 0.66%
32,864
-1,081
44
$2.92M 0.65%
20,045
+2,455
45
$2.72M 0.6%
14,242
+905
46
$2.71M 0.6%
13,851
+858
47
$2.68M 0.59%
33,062
-3,033
48
$2.63M 0.58%
40,244
+14,047
49
$2.57M 0.57%
57,185
-1,964
50
$2.55M 0.56%
47,487
+1,245
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