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
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.44%
16,380
-7,913
77
$1.07M 0.44%
41,221
+6,340
78
$1.07M 0.44%
+32,400
79
$1.06M 0.43%
15,710
+235
80
$1.06M 0.43%
25,406
-350
81
$1.05M 0.43%
13,112
-463
82
$997K 0.41%
14,909
-4,651
83
$996K 0.4%
10,898
-170
84
$994K 0.4%
22,092
+3,672
85
$985K 0.4%
10,840
+1,135
86
$951K 0.39%
20,575
-1,530
87
$930K 0.38%
12,137
+1,045
88
$923K 0.38%
49,526
+10,145
89
$908K 0.37%
12,783
+1,825
90
$908K 0.37%
10,631
-275
91
$906K 0.37%
10,304
+1,389
92
$903K 0.37%
23,358
+490
93
$891K 0.36%
26,895
-2,533
94
$891K 0.36%
+15,417
95
$877K 0.36%
31,048
+2,433
96
$869K 0.35%
19,052
+1,610
97
$862K 0.35%
9,710
+1,435
98
$858K 0.35%
12,428
-1,953
99
$857K 0.35%
10,230
-395
100
$849K 0.34%
14,377
+1,299
2 3
4
5 6