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
$476M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.68M
3
+$1.39M
4
ETN icon
Eaton
ETN
+$1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1M

Top Sells

1
+$1.36M
2
+$1.02M
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$510K
5
CNI icon
Canadian National Railway
CNI
+$469K

Sector Composition

1 Technology 10.93%
2 Financials 10.03%
3 Healthcare 8.92%
4 Industrials 6.07%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$979K 0.21%
3,073
+350
102
$928K 0.19%
10,754
-854
103
$915K 0.19%
35,600
+12,140
104
$915K 0.19%
27,503
+806
105
$879K 0.18%
51,540
-1,143
106
$877K 0.18%
25,287
+1,056
107
$875K 0.18%
6,385
-931
108
$848K 0.18%
7,468
+71
109
$826K 0.17%
7,815
+94
110
$814K 0.17%
65,181
+3,880
111
$791K 0.17%
25,610
-4,405
112
$759K 0.16%
11,270
-200
113
$757K 0.16%
3,791
-65
114
$736K 0.15%
11,150
-830
115
$690K 0.14%
6,005
+460
116
$685K 0.14%
10,786
+1,007
117
$678K 0.14%
12,913
-220
118
$608K 0.13%
8,653
119
$532K 0.11%
6,082
+3,650
120
$527K 0.11%
2,383
-205
121
$518K 0.11%
30,414
+2,774
122
$493K 0.1%
4,720
-1,565
123
$386K 0.08%
5,965
-1,555
124
$385K 0.08%
2,700
125
$332K 0.07%
15,958
+136
2 3 4
5
6