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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.33%
6,480
+493
77
$1.49M 0.31%
36,712
+1,619
78
$1.46M 0.31%
8,664
-3,710
79
$1.32M 0.28%
16,415
+941
80
$1.31M 0.27%
20,980
+5,739
81
$1.3M 0.27%
22,512
+149
82
$1.29M 0.27%
28,093
-885
83
$1.28M 0.27%
26,694
-3,731
84
$1.27M 0.27%
29,005
+1,390
85
$1.25M 0.26%
6,790
-281
86
$1.23M 0.26%
19,767
-16,419
87
$1.22M 0.26%
14,342
+340
88
$1.22M 0.25%
7,927
-1,705
89
$1.1M 0.23%
13,667
-2,098
90
$1.09M 0.23%
13,775
-397
91
$1.08M 0.23%
17,605
-431
92
$1.08M 0.23%
45,720
+10,120
93
$1.07M 0.23%
3,926
+853
94
$1.06M 0.22%
13,262
+565
95
$1.05M 0.22%
3,962
-77
96
$1.03M 0.22%
21,570
97
$1.03M 0.22%
19,843
-417
98
$1.03M 0.22%
32,142
-870
99
$1.02M 0.21%
12,161
+1,407
100
$970K 0.2%
18,240
-2,252
2 3
4
5 6