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
$285M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.84M
3
+$1.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M

Top Sells

1
+$1.28M
2
+$853K
3
+$301K
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$220K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$219K

Sector Composition

1 Technology 11.23%
2 Healthcare 9.22%
3 Financials 8.62%
4 Industrials 7.58%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.58%
15,719
+2,297
52
$1.65M 0.58%
23,105
+6,725
53
$1.65M 0.58%
17,045
-100
54
$1.62M 0.57%
22,648
+1,042
55
$1.58M 0.56%
22,575
-795
56
$1.58M 0.56%
33,299
+2,557
57
$1.57M 0.55%
30,776
-55
58
$1.53M 0.54%
11,594
+814
59
$1.49M 0.52%
19,338
+13
60
$1.48M 0.52%
17,865
+815
61
$1.47M 0.52%
20,862
+636
62
$1.45M 0.51%
32,336
+157
63
$1.43M 0.5%
24,925
+635
64
$1.38M 0.48%
22,309
+735
65
$1.35M 0.47%
8,372
-105
66
$1.28M 0.45%
35,214
+2,814
67
$1.28M 0.45%
17,180
-75
68
$1.27M 0.45%
16,945
+1,235
69
$1.26M 0.44%
9,821
-310
70
$1.25M 0.44%
13,725
+5
71
$1.24M 0.44%
34,353
-207
72
$1.23M 0.43%
15,638
-134
73
$1.21M 0.43%
10,531
-367
74
$1.19M 0.42%
13,087
-130
75
$1.18M 0.41%
32,476
-5,479
1 2
3
4 5