BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+6.95%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$625M
AUM Growth
+$50.8M
(+8.8%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
40.35%
Holding
120
New
6
Increased
62
Reduced
36
Closed
7
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$7.26M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$3.7M |
| 3 |
Charles Schwab
SCHW
|
$2.05M |
| 4 |
RTX Corp
RTX
|
$1.83M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$1.63M |
Top Sells
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$1.48M |
| 2 |
Citigroup
C
|
$1.41M |
| 3 |
L3Harris
LHX
|
$898K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$896K |
| 5 |
Adobe
ADBE
|
$891K |
Sector Composition
| 1 | Technology | 19.41% |
| 2 | Healthcare | 10.03% |
| 3 | Financials | 7.75% |
| 4 | Consumer Discretionary | 6.65% |
| 5 | Communication Services | 4.8% |
