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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.18M
3
+$3.04M
4
ADBE icon
Adobe
ADBE
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.4M

Top Sells

1
+$9.15M
2
+$4.27M
3
+$4.27M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$755K 0.16%
2,068
77
$723K 0.16%
2,635
-205
78
$719K 0.16%
8,220
+1,573
79
$701K 0.15%
73,840
+40
80
$698K 0.15%
2,700
81
$687K 0.15%
2,945
-1,432
82
$672K 0.15%
21,666
-6,075
83
$663K 0.14%
4,693
-774
84
$654K 0.14%
1,049
-547
85
$639K 0.14%
8,440
+72
86
$637K 0.14%
5,295
-735
87
$636K 0.14%
16,314
+3,059
88
$614K 0.13%
15,498
-560
89
$609K 0.13%
14,269
-13,583
90
$572K 0.12%
59,168
+12,462
91
$560K 0.12%
2,606
-270
92
$560K 0.12%
12,560
-540
93
$543K 0.12%
+8,905
94
$542K 0.12%
14,852
+2,217
95
$527K 0.12%
10,570
96
$513K 0.11%
3,800
97
$469K 0.1%
1,513
-14
98
$466K 0.1%
+8,741
99
$456K 0.1%
37,434
+8,520
100
$443K 0.1%
20,914
+281
2 3
4
5 6