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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$954K 0.2%
28,152
+649
102
$903K 0.19%
25,818
+531
103
$892K 0.19%
12,196
-2,734
104
$865K 0.18%
6,227
-158
105
$806K 0.17%
8,109
+294
106
$805K 0.17%
6,870
+865
107
$794K 0.17%
+31,870
108
$763K 0.16%
7,708
+240
109
$761K 0.16%
10,410
-740
110
$720K 0.15%
44,082
-7,458
111
$710K 0.15%
64,071
-1,110
112
$708K 0.15%
11,591
+805
113
$687K 0.14%
12,723
-190
114
$676K 0.14%
40,122
+9,708
115
$640K 0.13%
3,741
-50
116
$608K 0.13%
10,490
-780
117
$600K 0.13%
8,606
-47
118
$583K 0.12%
2,270
-113
119
$541K 0.11%
6,372
+290
120
$506K 0.11%
19,840
-5,770
121
$425K 0.09%
+1,216
122
$425K 0.09%
4,095
-625
123
$392K 0.08%
2,700
124
$389K 0.08%
9,995
+4,155
125
$337K 0.07%
5,649
+1,317
2 3 4
5
6