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
$618M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.19M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K
5
AMZN icon
Amazon
AMZN
+$733K

Top Sells

1
+$3.59M
2
+$1.79M
3
+$1.69M
4
EL icon
Estee Lauder
EL
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 17.1%
2 Healthcare 9.11%
3 Financials 8.61%
4 Communication Services 7.98%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.05%
1,379
-502
102
$327K 0.05%
1,029
-3,457
103
$305K 0.05%
7,787
-930
104
$299K 0.05%
5,332
+423
105
$287K 0.05%
9,693
106
$281K 0.05%
2,300
107
$276K 0.04%
4,107
+13
108
$274K 0.04%
1,774
109
$263K 0.04%
17,035
-37,421
110
$257K 0.04%
6,416
-130
111
$249K 0.04%
12,050
-27,921
112
$247K 0.04%
2,503
113
$245K 0.04%
2,489
114
$242K 0.04%
1,500
115
$232K 0.04%
950
-200
116
$224K 0.04%
593
117
$220K 0.04%
+2,830
118
$219K 0.04%
1,139
119
$207K 0.03%
+4,395
120
$206K 0.03%
+5,494
121
$203K 0.03%
+1,799
122
$112K 0.02%
10,675
-380
123
$84K 0.01%
13,420
124
– –
-3,000
125
– –
-161
1 2 3 4
5