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
$625M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.7M
3
+$2.05M
4
RTX icon
RTX Corp
RTX
+$1.83M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.63M

Top Sells

1
+$1.48M
2
+$1.41M
3
+$898K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$896K
5
ADBE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.04%
677
+3
102
$236K 0.04%
+4,655
103
$236K 0.04%
1,774
104
$232K 0.04%
1,456
+4
105
$230K 0.04%
950
106
$228K 0.04%
2,454
107
$224K 0.04%
+1,061
108
$222K 0.04%
+4,925
109
$221K 0.04%
5,901
+423
110
$220K 0.04%
1,500
111
$215K 0.03%
+2,824
112
$123K 0.02%
11,175
-4,500
113
$60.9K 0.01%
13,420
114
– –
-31,213
115
– –
-15,317
116
– –
-2,547
117
– –
-404
118
– –
-2,705
119
– –
-6,437
120
– –
-1,588
1 2 3 4
5