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
$285M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.84M
3
+$1.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M

Top Sells

1
+$1.28M
2
+$853K
3
+$301K
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$220K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$219K

Sector Composition

1 Technology 11.23%
2 Healthcare 9.22%
3 Financials 8.62%
4 Industrials 7.58%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$506K 0.18%
4,735
-360
127
$505K 0.18%
7,570
-40
128
$500K 0.18%
6,653
-475
129
$500K 0.18%
28,074
+775
130
$491K 0.17%
4,211
-35
131
$486K 0.17%
8,720
-400
132
$464K 0.16%
5,080
+440
133
$463K 0.16%
16,059
+742
134
$458K 0.16%
10,061
+578
135
$452K 0.16%
29,282
+17,637
136
$446K 0.16%
15,016
+260
137
$444K 0.16%
9,240
138
$437K 0.15%
+5,929
139
$436K 0.15%
11,044
-200
140
$405K 0.14%
5,045
+175
141
$398K 0.14%
9,924
-220
142
$394K 0.14%
17,633
+5,263
143
$390K 0.14%
4,234
+100
144
$376K 0.13%
6,129
+420
145
$373K 0.13%
6,918
-15,822
146
$373K 0.13%
6,745
-140
147
$359K 0.13%
3,090
+45
148
$356K 0.12%
5,012
-114
149
$350K 0.12%
5,538
-365
150
$338K 0.12%
3,535
3 4 5
6
7