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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$966K 0.22%
14,540
-6,325
102
$946K 0.22%
19,343
-24,334
103
$921K 0.21%
26,721
+990
104
$871K 0.2%
13,123
-3,237
105
$849K 0.2%
+7,228
106
$833K 0.19%
55,437
-7,521
107
$809K 0.19%
23,410
-90
108
$792K 0.18%
+23,228
109
$782K 0.18%
7,279
-413
110
$751K 0.17%
67,127
-15,980
111
$746K 0.17%
6,396
-413
112
$725K 0.17%
2,848
-345
113
$708K 0.16%
4,431
-1,420
114
$689K 0.16%
11,375
-1,714
115
$666K 0.15%
12,735
-160
116
$653K 0.15%
2,405
-47
117
$644K 0.15%
14,453
-205
118
$630K 0.15%
8,189
-3,900
119
$608K 0.14%
10,980
-2,270
120
$588K 0.14%
18,309
121
$530K 0.12%
8,123
-3,783
122
$504K 0.12%
8,308
+4,523
123
$484K 0.11%
1,532
-9,272
124
$462K 0.11%
5,060
+680
125
$436K 0.1%
17,705
+3,975
2 3 4
5
6