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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.4M
3
+$9.94M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$9.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.26%
2 Healthcare 9.15%
3 Financials 7.88%
4 Consumer Staples 7.32%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$988K 0.4%
+22,105
77
$988K 0.4%
+13,575
78
$969K 0.4%
+10,160
79
$962K 0.39%
+24,548
80
$930K 0.38%
+31,704
81
$912K 0.37%
+13,791
82
$911K 0.37%
+14,381
83
$911K 0.37%
+14,495
84
$904K 0.37%
+9,705
85
$895K 0.37%
+11,068
86
$890K 0.36%
+38,120
87
$876K 0.36%
+10,625
88
$872K 0.36%
+10,906
89
$855K 0.35%
+13,078
90
$851K 0.35%
+32,014
91
$836K 0.34%
+23,760
92
$824K 0.34%
+34,881
93
$806K 0.33%
+28,615
94
$797K 0.33%
+16,221
95
$796K 0.33%
+8,915
96
$773K 0.32%
+17,442
97
$758K 0.31%
+41,370
98
$749K 0.31%
+22,868
99
$743K 0.3%
+11,092
100
$740K 0.3%
+18,420
2 3
4
5 6