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
$456M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.7M
3
+$1.71M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Top Sells

1
+$5.6M
2
+$3.83M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$723K

Sector Composition

1 Technology 11.17%
2 Healthcare 9.68%
3 Financials 8.41%
4 Consumer Discretionary 5.78%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.27%
43,300
-16,797
77
$1.18M 0.26%
18,125
-50
78
$1.18M 0.26%
41,616
-1,819
79
$1.17M 0.26%
3,891
-32
80
$1.16M 0.25%
22,202
-292
81
$1.12M 0.25%
29,236
-3,017
82
$1.1M 0.24%
28,815
-2,349
83
$1.09M 0.24%
10,445
-410
84
$1.06M 0.23%
21,396
+5,310
85
$1.06M 0.23%
8,857
-3,336
86
$1.05M 0.23%
29,077
-4,002
87
$1.03M 0.23%
27,252
-25
88
$1.03M 0.23%
25,217
-183
89
$1.03M 0.23%
35,280
-2,485
90
$1.02M 0.22%
16,001
+2,295
91
$1.01M 0.22%
21,070
92
$930K 0.2%
5,838
-171
93
$884K 0.19%
8,249
+353
94
$882K 0.19%
9,485
-95
95
$872K 0.19%
12,703
-1,137
96
$847K 0.19%
6,007
-535
97
$847K 0.19%
17,175
+102
98
$842K 0.18%
24,285
-3,805
99
$746K 0.16%
3,560
+752
100
$730K 0.16%
5,323
+1,747
2 3
4
5 6