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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.57%
14,969
-850
52
$1.7M 0.57%
23,212
+107
53
$1.69M 0.57%
17,379
+1,660
54
$1.67M 0.56%
25,785
-1,125
55
$1.66M 0.56%
31,271
+495
56
$1.65M 0.55%
26,767
+1,842
57
$1.63M 0.55%
22,132
-516
58
$1.62M 0.54%
58,925
-3,075
59
$1.57M 0.53%
42,662
-1,728
60
$1.56M 0.52%
18,705
+840
61
$1.53M 0.51%
19,883
+545
62
$1.51M 0.51%
16,895
-150
63
$1.51M 0.5%
23,628
+1,319
64
$1.48M 0.5%
11,894
+300
65
$1.48M 0.49%
20,972
+110
66
$1.45M 0.49%
18,356
-1,750
67
$1.44M 0.48%
21,535
-1,040
68
$1.42M 0.48%
14,404
+679
69
$1.42M 0.48%
17,450
+505
70
$1.41M 0.47%
35,186
+1,887
71
$1.39M 0.46%
7,847
-525
72
$1.38M 0.46%
37,194
+1,980
73
$1.37M 0.46%
32,513
+177
74
$1.31M 0.44%
80,355
+28,005
75
$1.25M 0.42%
32,780
+600
1 2
3
4 5