BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.86M
3
+$3.25M
4
WELL icon
Welltower
WELL
+$1.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.35M

Top Sells

1
+$2.43M
2
+$2.39M
3
+$2.2M
4
DHR icon
Danaher
DHR
+$1.96M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Sector Composition

1 Technology 23.3%
2 Healthcare 8.49%
3 Financials 6.63%
4 Consumer Discretionary 5.79%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.17%
41,425
+12,301
77
$1.37M 0.16%
20,320
+3,350
78
$1.3M 0.16%
16,577
+105
79
$1.3M 0.16%
18,490
+321
80
$1.21M 0.14%
46,512
-804
81
$1.13M 0.14%
+39,234
82
$1.1M 0.13%
8,528
+2,378
83
$1.02M 0.12%
11,204
+4,242
84
$855K 0.1%
2,660
+718
85
$827K 0.1%
1,526
86
$811K 0.1%
11,451
-170
87
$713K 0.09%
3,236
88
$673K 0.08%
7,670
-3,708
89
$636K 0.08%
13,395
-23,461
90
$626K 0.07%
45,355
+16,082
91
$603K 0.07%
1,922
+1,250
92
$594K 0.07%
3,261
+140
93
$565K 0.07%
2,476
-316
94
$553K 0.07%
3,224
+2,003
95
$544K 0.07%
2,432
96
$535K 0.06%
2,750
97
$531K 0.06%
4,818
98
$509K 0.06%
11,633
+964
99
$487K 0.06%
1,198
+100
100
$479K 0.06%
10,844
-598
2 3
4
5 6