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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.42%
14,736
-902
77
$1.22M 0.41%
11,574
+154
78
$1.22M 0.41%
24,447
-638
79
$1.21M 0.41%
25,735
-550
80
$1.21M 0.41%
25,776
+1,858
81
$1.19M 0.4%
21,979
+2,024
82
$1.19M 0.4%
12,203
+260
83
$1.18M 0.4%
16,290
-890
84
$1.14M 0.38%
31,677
-2,676
85
$1.13M 0.38%
12,283
-571
86
$1.13M 0.38%
12,325
-762
87
$1.12M 0.38%
53,977
+25,903
88
$1.12M 0.38%
9,371
-450
89
$1.09M 0.36%
9,876
-655
90
$1.08M 0.36%
17,058
+1,464
91
$1.07M 0.36%
110,418
+9,345
92
$1.01M 0.34%
12,978
+60
93
$1.01M 0.34%
6,165
+370
94
$997K 0.33%
10,030
95
$994K 0.33%
32,197
-136
96
$991K 0.33%
15,818
+2,707
97
$987K 0.33%
25,620
-775
98
$983K 0.33%
11,135
+583
99
$946K 0.32%
31,046
-46
100
$945K 0.32%
22,808
-2,165
2 3
4
5 6