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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.38%
20,616
-2,787
77
$1.65M 0.37%
31,857
-6,329
78
$1.55M 0.34%
19,179
-105
79
$1.52M 0.34%
11,277
-720
80
$1.49M 0.33%
10,521
+905
81
$1.48M 0.33%
34,041
-361
82
$1.47M 0.33%
28,379
-3,513
83
$1.46M 0.32%
30,070
84
$1.43M 0.32%
29,747
+3,777
85
$1.41M 0.31%
18,097
-782
86
$1.39M 0.31%
35,724
-1,047
87
$1.28M 0.28%
30,015
+2,085
88
$1.27M 0.28%
7,220
-694
89
$1.21M 0.27%
23,632
-2,960
90
$1.19M 0.26%
22,230
-336
91
$1.17M 0.26%
5,183
+433
92
$1.13M 0.25%
32,118
-1,436
93
$1.11M 0.25%
14,147
+24
94
$1.11M 0.25%
18,577
-2,715
95
$1.08M 0.24%
14,840
-564
96
$1.04M 0.23%
4,105
-225
97
$984K 0.22%
24,650
+1,240
98
$974K 0.22%
13,429
+306
99
$963K 0.21%
12,413
+194
100
$955K 0.21%
18,965
-378
2 3
4
5 6