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
$456M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.7M
3
+$1.71M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Top Sells

1
+$5.6M
2
+$3.83M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$723K

Sector Composition

1 Technology 11.17%
2 Healthcare 9.68%
3 Financials 8.41%
4 Consumer Discretionary 5.78%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.55%
69,947
+123
52
$2.49M 0.55%
54,504
+980
53
$2.37M 0.52%
49,941
-774
54
$2.36M 0.52%
24,096
+615
55
$2.31M 0.51%
53,228
+480
56
$2.19M 0.48%
23,767
-2,444
57
$2.15M 0.47%
33,511
-569
58
$2.1M 0.46%
23,641
+2,805
59
$2.06M 0.45%
9,394
-1,063
60
$2.04M 0.45%
34,331
-387
61
$1.93M 0.42%
14,851
-1,062
62
$1.81M 0.4%
54,590
+1,950
63
$1.77M 0.39%
34,017
+7,142
64
$1.7M 0.37%
39,178
+571
65
$1.57M 0.34%
13,782
-422
66
$1.54M 0.34%
30,942
-734
67
$1.49M 0.33%
20,144
-2,869
68
$1.48M 0.32%
47,582
-100
69
$1.47M 0.32%
15,088
-933
70
$1.43M 0.31%
8,871
+137
71
$1.38M 0.3%
21,781
+2,117
72
$1.35M 0.3%
54,070
-16,780
73
$1.31M 0.29%
13,106
-250
74
$1.3M 0.28%
30,148
+5,277
75
$1.27M 0.28%
15,532
-1,178
1 2
3
4 5