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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$949K 0.21%
7,316
-256
102
$909K 0.2%
11,608
-2,177
103
$891K 0.2%
26,697
-24
104
$857K 0.19%
7,721
+493
105
$853K 0.19%
2,723
+318
106
$822K 0.18%
52,683
-2,754
107
$821K 0.18%
24,231
+1,003
108
$818K 0.18%
11,470
-3,070
109
$808K 0.18%
7,397
+118
110
$734K 0.16%
61,301
-5,826
111
$675K 0.15%
3,856
-575
112
$672K 0.15%
11,980
-755
113
$633K 0.14%
13,133
-1,320
114
$616K 0.14%
5,545
+485
115
$603K 0.13%
9,779
+1,471
116
$593K 0.13%
8,653
+530
117
$591K 0.13%
2,588
-260
118
$569K 0.13%
23,460
+9,110
119
$563K 0.12%
6,285
-1,904
120
$472K 0.1%
7,520
-3,855
121
$463K 0.1%
27,640
+1,920
122
$417K 0.09%
20,075
+2,370
123
$412K 0.09%
4,192
+335
124
$391K 0.09%
1,220
-312
125
$369K 0.08%
2,700
2 3 4
5
6