BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+11.81%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$747M
AUM Growth
+$90.6M
(+14%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
42.43%
Holding
124
New
11
Increased
50
Reduced
50
Closed
5
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$16.9M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$10.7M |
| 3 |
Apple
AAPL
|
$5.4M |
| 4 |
Corpay
CPAY
|
$4.04M |
| 5 |
American Express
AXP
|
$1.65M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.78M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$4.66M |
| 3 |
Broadcom
AVGO
|
$2.62M |
| 4 |
Corning
GLW
|
$1.79M |
| 5 |
Visa
V
|
$1.37M |
Sector Composition
| 1 | Technology | 21.91% |
| 2 | Healthcare | 8.67% |
| 3 | Financials | 6.95% |
| 4 | Consumer Discretionary | 6.41% |
| 5 | Communication Services | 5.18% |
