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
$618M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.19M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K
5
AMZN icon
Amazon
AMZN
+$733K

Top Sells

1
+$3.59M
2
+$1.79M
3
+$1.69M
4
EL icon
Estee Lauder
EL
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 17.1%
2 Healthcare 9.11%
3 Financials 8.61%
4 Communication Services 7.98%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$889K 0.14%
10,655
+331
77
$855K 0.14%
1,399
-365
78
$855K 0.14%
5,148
+3,616
79
$852K 0.14%
42,600
80
$823K 0.13%
8,032
-6,423
81
$780K 0.13%
14,368
-110
82
$775K 0.13%
9,523
-2,818
83
$749K 0.12%
9,125
-42
84
$737K 0.12%
2,651
-845
85
$737K 0.12%
3,800
86
$729K 0.12%
2,700
87
$716K 0.12%
22,458
+847
88
$710K 0.11%
11,862
-1,187
89
$662K 0.11%
11,308
+466
90
$619K 0.1%
2,099
-115
91
$573K 0.09%
9,726
-285
92
$573K 0.09%
20,490
+2,132
93
$483K 0.08%
1,123
-70
94
$405K 0.07%
5,501
+78
95
$383K 0.06%
1,840
-4,133
96
$379K 0.06%
4,800
-65
97
$343K 0.06%
2,313
-5,210
98
$335K 0.05%
4,075
+1,025
99
$333K 0.05%
2,226
-115
100
$332K 0.05%
2,382
1 2 3
4
5