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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.88%
181,282
+3,679
27
$4.12M 0.86%
27,525
-2,661
28
$4.09M 0.86%
54,800
+1,435
29
$4.04M 0.85%
48,983
+1,219
30
$3.97M 0.83%
72,961
+4,296
31
$3.9M 0.82%
53,860
+5,740
32
$3.86M 0.81%
18,043
+2,795
33
$3.82M 0.8%
36,249
-497
34
$3.81M 0.8%
43,465
-225
35
$3.79M 0.79%
40,007
-749
36
$3.71M 0.78%
26,792
+370
37
$3.68M 0.77%
48,556
+318
38
$3.39M 0.71%
35,297
-180
39
$3.35M 0.7%
124,308
+1,320
40
$3.3M 0.69%
30,218
+538
41
$3.29M 0.69%
19,279
-478
42
$3.27M 0.69%
63,019
+16,734
43
$3.17M 0.66%
19,697
+5,415
44
$3.02M 0.63%
25,943
+2,225
45
$2.98M 0.62%
54,339
+6,937
46
$2.93M 0.61%
57,939
-540
47
$2.9M 0.61%
31,035
-715
48
$2.85M 0.6%
31,980
+9,122
49
$2.84M 0.6%
68,834
+3,961
50
$2.84M 0.59%
13,425
-257
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