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
$836M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.86M
3
+$3.25M
4
WELL icon
Welltower
WELL
+$1.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.35M

Top Sells

1
+$2.43M
2
+$2.39M
3
+$2.2M
4
DHR icon
Danaher
DHR
+$1.96M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Sector Composition

1 Technology 23.3%
2 Healthcare 8.49%
3 Financials 6.63%
4 Consumer Discretionary 5.79%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.05%
+2,713
102
$411K 0.05%
739
-1,192
103
$403K 0.05%
737
-155
104
$394K 0.05%
674
105
$377K 0.05%
3,460
106
$377K 0.05%
13,471
-319
107
$373K 0.04%
20,039
-66,873
108
$373K 0.04%
+1,120
109
$363K 0.04%
828
-344
110
$346K 0.04%
9,000
+700
111
$336K 0.04%
2,113
-566
112
$333K 0.04%
2,190
-518
113
$330K 0.04%
4,949
-150
114
$318K 0.04%
13,000
-300
115
$312K 0.04%
3,483
116
$296K 0.04%
1,500
117
$294K 0.04%
+4,499
118
$288K 0.03%
2,873
119
$286K 0.03%
9,549
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120
$284K 0.03%
+4,031
121
$277K 0.03%
593
122
$277K 0.03%
10,000
123
$253K 0.03%
1,219
124
$253K 0.03%
2,619
-129
125
$234K 0.03%
750
2 3 4
5
6