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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$409K 0.09%
25,720
-14,904
127
$395K 0.09%
2,399
128
$368K 0.08%
6,845
-2,495
129
$363K 0.08%
3,029
-9,522
130
$357K 0.08%
2,700
131
$346K 0.08%
4,004
+727
132
$338K 0.08%
3,857
-75
133
$334K 0.08%
+14,350
134
$330K 0.08%
16,010
+1,250
135
$298K 0.07%
3,979
-44
136
$294K 0.07%
2,359
-41
137
$288K 0.07%
1,781
-45
138
$220K 0.05%
5,000
139
$219K 0.05%
1,752
140
$208K 0.05%
4,500
-1,375
141
– –
-3,190
142
– –
-15,851
143
– –
-80,179
144
– –
-2,908
145
– –
-11,947
2 3 4 5
6