BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.86M
3
+$3.25M
4
WELL icon
Welltower
WELL
+$1.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.35M

Top Sells

1
+$2.43M
2
+$2.39M
3
+$2.2M
4
DHR icon
Danaher
DHR
+$1.96M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Sector Composition

1 Technology 23.3%
2 Healthcare 8.49%
3 Financials 6.63%
4 Consumer Discretionary 5.79%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.29%
28,308
+383
27
$9.58M 1.15%
41,384
+4,833
28
$9.08M 1.09%
82,514
-10,481
29
$9.05M 1.08%
10,000
-740
30
$8.68M 1.04%
32,596
+1,967
31
$8.55M 1.02%
119,803
-1,594
32
$8.08M 0.97%
91,692
+8,492
33
$8.03M 0.96%
48,714
+725
34
$7.82M 0.94%
75,224
+3,611
35
$7.3M 0.87%
24,064
-4,113
36
$6.93M 0.83%
69,806
+255
37
$6.91M 0.83%
259,994
+9,643
38
$6.72M 0.8%
114,824
-721
39
$6.62M 0.79%
46,924
-2,581
40
$6.53M 0.78%
49,360
-684
41
$6.07M 0.73%
80,560
+5,138
42
$5.24M 0.63%
19,598
-374
43
$5.18M 0.62%
25,592
-1,691
44
$4.51M 0.54%
256,724
-6,233
45
$4.22M 0.5%
39,560
-443
46
$4.06M 0.49%
52,214
+6,754
47
$3.48M 0.42%
30,946
-14,473
48
$3.34M 0.4%
43,222
-25,234
49
$3.07M 0.37%
18,592
-125
50
$3.04M 0.36%
47,558
-5,620
1
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