BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$2.46M
3
+$2.25M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.92M
5
BLK icon
Blackrock
BLK
+$1.49M

Top Sells

1
+$6.11M
2
+$3.46M
3
+$2.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.4M
5
ADI icon
Analog Devices
ADI
+$1.33M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.05%
2,503
102
$229K 0.04%
593
103
$229K 0.04%
674
104
$226K 0.04%
+5,383
105
$216K 0.04%
1,500
106
$214K 0.04%
950
107
$213K 0.04%
1,774
108
$162K 0.03%
15,675
109
$152K 0.03%
15,317
110
$57K 0.01%
13,420
111
– –
-871
112
– –
-2,664
113
– –
-8,035
114
– –
-2,871
1 2 3 4
5