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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.56%
34,557
-734
52
$2.46M 0.55%
33,183
+414
53
$2.46M 0.54%
35,192
-2,303
54
$2.42M 0.54%
72,032
-39,241
55
$2.35M 0.52%
38,382
-170
56
$2.32M 0.51%
19,599
+1,747
57
$2.3M 0.51%
60,697
-1,259
58
$2.27M 0.5%
54,228
-2,959
59
$2.25M 0.5%
18,739
-492
60
$2.24M 0.5%
14,083
-1,026
61
$2.19M 0.49%
58,336
-1,685
62
$2.19M 0.48%
17,867
-1,293
63
$2.08M 0.46%
56,920
-760
64
$2.01M 0.44%
21,473
+3,360
65
$1.99M 0.44%
18,708
-880
66
$1.95M 0.43%
11,947
-204
67
$1.95M 0.43%
40,600
+16,720
68
$1.95M 0.43%
17,124
-1,150
69
$1.91M 0.42%
33,898
-1,093
70
$1.88M 0.42%
15,950
+16
71
$1.86M 0.41%
37,653
-16,302
72
$1.81M 0.4%
12,190
+420
73
$1.79M 0.4%
33,312
-1,601
74
$1.77M 0.39%
24,338
+6,587
75
$1.73M 0.38%
48,460
+4,075
1 2
3
4 5