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
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.2%
7,610
+460
127
$480K 0.2%
9,120
-940
128
$453K 0.18%
7,128
-870
129
$449K 0.18%
28,754
-4,796
130
$448K 0.18%
4,246
-525
131
$417K 0.17%
9,828
-48,873
132
$417K 0.17%
7,179
+2,428
133
$402K 0.16%
27,299
+4,305
134
$389K 0.16%
9,240
135
$386K 0.16%
10,144
-475
136
$383K 0.16%
9,483
-1
137
$382K 0.16%
14,756
+886
138
$382K 0.16%
4,640
+120
139
$377K 0.15%
5,903
-900
140
$376K 0.15%
4,870
+325
141
$355K 0.14%
11,244
-160
142
$352K 0.14%
+15,317
143
$352K 0.14%
3,045
-60
144
$341K 0.14%
6,885
-355
145
$336K 0.14%
5,709
+171
146
$327K 0.13%
5,126
-230
147
$324K 0.13%
4,134
-45
148
$312K 0.13%
3,535
149
$302K 0.12%
+3,910
150
$292K 0.12%
5,325
-150
3 4 5
6
7