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
$285M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.84M
3
+$1.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M

Top Sells

1
+$1.28M
2
+$853K
3
+$301K
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$220K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$219K

Sector Composition

1 Technology 11.23%
2 Healthcare 9.22%
3 Financials 8.62%
4 Industrials 7.58%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$876K 0.31%
13,111
+652
102
$862K 0.3%
5,795
+90
103
$756K 0.27%
42,099
+7,104
104
$744K 0.26%
11,522
-3,387
105
$727K 0.26%
8,344
106
$720K 0.25%
7,755
-30
107
$710K 0.25%
13,243
-1,134
108
$691K 0.24%
6,061
+101
109
$691K 0.24%
6,667
-246
110
$665K 0.23%
19,310
-2,250
111
$664K 0.23%
13,022
-275
112
$663K 0.23%
17,541
+4,188
113
$659K 0.23%
7,544
-50
114
$657K 0.23%
5,696
-310
115
$640K 0.22%
36,700
-1,220
116
$629K 0.22%
12,072
+321
117
$618K 0.22%
14,244
-675
118
$615K 0.22%
8,962
+572
119
$600K 0.21%
12,030
-650
120
$600K 0.21%
13,097
+3,269
121
$584K 0.2%
16,035
+320
122
$580K 0.2%
23,558
-1,775
123
$569K 0.2%
5,518
-60
124
$523K 0.18%
8,180
+1,001
125
$519K 0.18%
11,375
+505
3 4
5
6 7