BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+8.44%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$503M
AUM Growth
+$44.7M
(+9.8%)
Cap. Flow
+$8.55M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
39.6%
Holding
122
New
6
Increased
49
Reduced
53
Closed
9
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$24.9M |
| 2 |
L3Harris
LHX
|
$1.57M |
| 3 |
Nike
NKE
|
$1.31M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.19M |
| 5 |
VMW
VMware, Inc
VMW
|
$985K |
Top Sells
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$8.7M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$6.27M |
| 3 |
TotalEnergies
TTE
|
$2.04M |
| 4 |
Apple
AAPL
|
$1.35M |
| 5 |
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% |
