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
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.6%
37,955
+623
52
$1.45M 0.59%
30,831
+170
53
$1.42M 0.58%
20,226
+359
54
$1.4M 0.57%
23,390
-1,000
55
$1.4M 0.57%
24,175
+830
56
$1.37M 0.56%
10,780
-230
57
$1.37M 0.56%
17,050
-213
58
$1.34M 0.54%
15,772
-1,048
59
$1.33M 0.54%
32,179
-112
60
$1.29M 0.53%
30,742
+3,673
61
$1.29M 0.52%
24,290
+1,624
62
$1.28M 0.52%
33,370
+1,666
63
$1.23M 0.5%
22,740
-79,130
64
$1.23M 0.5%
13,422
+1,388
65
$1.21M 0.49%
21,574
+1,338
66
$1.2M 0.49%
13,217
-470
67
$1.13M 0.46%
19,325
+772
68
$1.12M 0.45%
27,800
-2,500
69
$1.11M 0.45%
17,255
+2,760
70
$1.11M 0.45%
34,560
-147
71
$1.1M 0.45%
10,131
-29
72
$1.1M 0.45%
8,477
-270
73
$1.09M 0.44%
25,193
+645
74
$1.08M 0.44%
32,765
+12,570
75
$1.08M 0.44%
13,720
-71
1 2
3
4 5