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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$552K 0.19%
12,732
-1,512
127
$548K 0.18%
10,570
-1,460
128
$547K 0.18%
13,811
-18,665
129
$540K 0.18%
8,085
+515
130
$525K 0.18%
11,525
+150
131
$506K 0.17%
15,588
+572
132
$504K 0.17%
10,704
+1,464
133
$497K 0.17%
5,470
+390
134
$483K 0.16%
8,595
-125
135
$480K 0.16%
4,060
-675
136
$473K 0.16%
11,094
+1,033
137
$472K 0.16%
4,503
-1,015
138
$471K 0.16%
6,653
139
$451K 0.15%
+16,745
140
$442K 0.15%
3,886
-325
141
$439K 0.15%
15,917
-142
142
$420K 0.14%
7,945
-1,979
143
$413K 0.14%
6,355
-390
144
$408K 0.14%
5,336
+1,440
145
$407K 0.14%
16,711
-6,847
146
$403K 0.14%
10,844
-200
147
$389K 0.13%
17,958
+325
148
$385K 0.13%
3,535
149
$383K 0.13%
5,419
-6,103
150
$364K 0.12%
5,295
+250
3 4 5
6
7