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
$456M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.7M
3
+$1.71M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Top Sells

1
+$5.6M
2
+$3.83M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$723K

Sector Composition

1 Technology 11.17%
2 Healthcare 9.68%
3 Financials 8.41%
4 Consumer Discretionary 5.78%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 0.99%
53,687
+2,629
27
$4.47M 0.98%
59,580
-920
28
$4.45M 0.98%
32,519
+2,439
29
$4.39M 0.96%
56,250
+2,493
30
$4.37M 0.96%
24,632
-3,978
31
$4.37M 0.96%
47,363
-2,528
32
$4.32M 0.95%
50,382
-481
33
$4.23M 0.93%
32,237
+642
34
$3.99M 0.88%
57,597
+21,290
35
$3.93M 0.86%
35,608
+2,755
36
$3.81M 0.84%
83,591
+32,718
37
$3.71M 0.81%
28,079
-152
38
$3.52M 0.77%
33,035
-76
39
$3.51M 0.77%
51,436
-777
40
$3.48M 0.76%
136,920
+14,730
41
$3.4M 0.75%
17,481
-968
42
$3.39M 0.74%
81,926
-4,819
43
$3.39M 0.74%
67,847
+2,913
44
$3.37M 0.74%
91,279
+46,374
45
$3.12M 0.68%
48,438
+3,560
46
$3.11M 0.68%
36,085
+1,338
47
$3M 0.66%
39,153
+732
48
$2.94M 0.65%
61,395
+5,685
49
$2.93M 0.64%
135,807
+612
50
$2.88M 0.63%
88,027
+309
1
2
3 4 5