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
$456M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.7M
3
+$1.71M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Top Sells

1
+$5.6M
2
+$3.83M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$723K

Sector Composition

1 Technology 11.17%
2 Healthcare 9.68%
3 Financials 8.41%
4 Consumer Discretionary 5.78%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$715K 0.16%
10,667
-1,152
102
$689K 0.15%
7,576
-1,700
103
$675K 0.15%
2,578
104
$642K 0.14%
10,874
-632
105
$641K 0.14%
+8,867
106
$605K 0.13%
8,690
-5,060
107
$574K 0.13%
2,283
-306
108
$544K 0.12%
32,475
-1,213
109
$541K 0.12%
4,256
+1,065
110
$539K 0.12%
7,270
-550
111
$484K 0.11%
3,248
+2
112
$431K 0.09%
7,326
-1,085
113
$427K 0.09%
2,700
114
$410K 0.09%
6,263
+524
115
$387K 0.08%
9,758
-2,750
116
$367K 0.08%
3,381
-1,100
117
$363K 0.08%
3,928
+328
118
$343K 0.08%
6,535
-2,315
119
$287K 0.06%
1,171
-45
120
$272K 0.06%
17,400
-2,430
121
$259K 0.06%
11,325
-3,615
122
$249K 0.05%
2,131
+279
123
$241K 0.05%
5,000
124
$238K 0.05%
2,188
+239
125
$234K 0.05%
7,773
+65
2 3 4
5
6