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
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$845K 0.34%
98,118
+10,725
102
$828K 0.34%
30,233
-1,781
103
$791K 0.32%
12,459
-464
104
$737K 0.3%
5,705
+166
105
$724K 0.29%
6,913
-100
106
$705K 0.29%
21,560
-2,200
107
$675K 0.27%
5,960
+595
108
$671K 0.27%
13,297
-2,924
109
$665K 0.27%
8,344
+650
110
$661K 0.27%
+15,940
111
$647K 0.26%
37,920
-3,450
112
$641K 0.26%
7,594
+580
113
$640K 0.26%
6,006
-565
114
$629K 0.26%
25,333
-12,787
115
$610K 0.25%
12,680
-950
116
$606K 0.25%
7,785
-75
117
$569K 0.23%
+34,995
118
$562K 0.23%
11,751
+835
119
$554K 0.23%
14,919
-2,375
120
$541K 0.22%
8,390
+165
121
$528K 0.21%
5,578
-1,685
122
$504K 0.2%
15,715
+405
123
$486K 0.2%
5,095
-335
124
$481K 0.2%
13,353
+440
125
$481K 0.2%
10,870
+1,555
3 4
5
6 7