BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+9.65%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$574M
AUM Growth
+$58.7M
(+11%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
38.61%
Holding
118
New
8
Increased
49
Reduced
43
Closed
4
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$17.3M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$4.04M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
+$3.37M |
| 4 |
Danaher
DHR
|
+$1.99M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.77M |
Top Sells
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
+$6.02M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.31M |
| 3 |
Meta Platforms (Facebook)
META
|
+$4.98M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.43M |
| 5 |
L3Harris
LHX
|
+$1.98M |
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Healthcare | 10.87% |
| 3 | Financials | 8.04% |
| 4 | Consumer Discretionary | 7.01% |
| 5 | Consumer Staples | 5.16% |
