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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.56%
34,507
+180
52
$2.49M 0.52%
21,124
+584
53
$2.47M 0.52%
34,396
+849
54
$2.44M 0.51%
42,165
-4,877
55
$2.4M 0.5%
30,341
-1,167
56
$2.34M 0.49%
53,786
-1,659
57
$2.25M 0.47%
16,236
-650
58
$2.24M 0.47%
34,538
+349
59
$2.11M 0.44%
49,275
-8,724
60
$2.1M 0.44%
47,874
-983
61
$2.09M 0.44%
51,124
-2,980
62
$1.95M 0.41%
18,641
-117
63
$1.91M 0.4%
51,015
+600
64
$1.86M 0.39%
32,719
-1,470
65
$1.81M 0.38%
17,515
-75
66
$1.79M 0.37%
26,941
-1,352
67
$1.78M 0.37%
26,428
+1,316
68
$1.76M 0.37%
9,878
-690
69
$1.73M 0.36%
26,756
-5,625
70
$1.73M 0.36%
15,659
+29
71
$1.7M 0.36%
33,678
+389
72
$1.69M 0.35%
11,440
-365
73
$1.69M 0.35%
59,727
-664
74
$1.59M 0.33%
33,861
-242
75
$1.59M 0.33%
50,427
-2,765
1 2
3
4 5