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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$865K 0.18%
12,326
+1,916
102
$859K 0.17%
5,570
-657
103
$776K 0.16%
9,490
-2,706
104
$763K 0.15%
68,886
+4,815
105
$759K 0.15%
+2,570
106
$759K 0.15%
15,095
-11,599
107
$748K 0.15%
2,741
-1,221
108
$748K 0.15%
12,512
+921
109
$715K 0.15%
7,680
-28
110
$677K 0.14%
3,687
-4,977
111
$659K 0.13%
8,166
+57
112
$610K 0.12%
9,487
-10,280
113
$596K 0.12%
12,573
-150
114
$570K 0.12%
8,506
-100
115
$553K 0.11%
33,678
-10,404
116
$552K 0.11%
9,230
-1,260
117
$511K 0.1%
3,276
-465
118
$501K 0.1%
7,674
-19,082
119
$471K 0.1%
7,899
+2,250
120
$459K 0.09%
15,300
+5,305
121
$404K 0.08%
4,839
-1,533
122
$389K 0.08%
2,700
123
$374K 0.08%
1,216
124
$354K 0.07%
5,000
125
$344K 0.07%
3,600
-39,865
2 3 4
5
6