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
$503M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$1.57M
3
+$1.31M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.19M
5
VMW
VMware, Inc
VMW
+$985K

Top Sells

1
+$8.7M
2
+$6.27M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.22M

Sector Composition

1 Technology 17.49%
2 Healthcare 9.66%
3 Financials 8%
4 Communication Services 7.02%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.06%
1,230
+65
102
$284K 0.06%
+4,461
103
$249K 0.05%
2,382
104
$245K 0.05%
4,741
-823
105
$227K 0.05%
593
-1,475
106
$223K 0.04%
+1,774
107
$221K 0.04%
+24,936
108
$205K 0.04%
+1,532
109
$132K 0.03%
13,143
+1,055
110
$132K 0.03%
4,363
+146
111
$111K 0.02%
12,101
112
$75K 0.01%
13,420
113
$33K 0.01%
14,595
+440
114
– –
-6,682
115
– –
-11,125
116
– –
-4,693
117
– –
-1,399
118
– –
-13,467
119
– –
-12,560
120
– –
-2,616
121
– –
-52,921
122
– –
-27,618
1 2 3 4
5