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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$929K 0.31%
13,478
+445
102
$925K 0.31%
25,220
-60
103
$894K 0.3%
10,506
-125
104
$891K 0.3%
11,691
-625
105
$888K 0.3%
20,723
+7,626
106
$765K 0.26%
6,205
+144
107
$754K 0.25%
7,755
108
$751K 0.25%
18,784
+1,243
109
$741K 0.25%
8,376
+32
110
$739K 0.25%
12,547
-475
111
$725K 0.24%
36,200
-500
112
$722K 0.24%
9,627
+665
113
$717K 0.24%
11,929
-1,314
114
$668K 0.22%
12,718
+646
115
$663K 0.22%
42,517
+13,235
116
$662K 0.22%
12,736
-6,824
117
$654K 0.22%
13,923
+5,800
118
$649K 0.22%
18,090
-1,220
119
$644K 0.22%
9,569
+1,389
120
$641K 0.21%
7,544
121
$624K 0.21%
16,860
+825
122
$621K 0.21%
6,382
-285
123
$614K 0.21%
5,281
-415
124
$595K 0.2%
9,070
+2,941
125
$594K 0.2%
7,429
+1,500
3 4
5
6 7