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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.18M
3
+$3.04M
4
ADBE icon
Adobe
ADBE
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.4M

Top Sells

1
+$9.15M
2
+$4.27M
3
+$4.27M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.09%
16,598
-398
102
$393K 0.09%
6,682
-7,459
103
$336K 0.07%
11,125
-400
104
$333K 0.07%
5,564
-281
105
$327K 0.07%
5,380
106
$298K 0.07%
2,616
-300
107
$275K 0.06%
1,165
108
$237K 0.05%
+2,382
109
$235K 0.05%
+1,520
110
$215K 0.05%
+1,399
111
$144K 0.03%
4,217
-25
112
$132K 0.03%
12,088
+53
113
$109K 0.02%
12,101
114
$75K 0.02%
13,420
115
$51K 0.01%
14,155
-740
116
$5K ﹤0.01%
+27,618
117
– –
-23,221
118
– –
-2,059
119
– –
-21,405
120
– –
-8,121
121
– –
-11,474
122
– –
-6,741
123
– –
-19,065
124
– –
-25,040
125
– –
-122,990
2 3 4
5
6