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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$325K 0.07%
15,822
-188
127
$314K 0.07%
3,847
-157
128
$301K 0.07%
8,958
-9,351
129
$301K 0.07%
5,295
-1,550
130
$300K 0.07%
1,606
-175
131
$295K 0.07%
3,835
-144
132
$252K 0.06%
5,000
133
$250K 0.06%
1,852
+100
134
$236K 0.05%
+2,009
135
$235K 0.05%
2,065
-294
136
$224K 0.05%
1,459
-940
137
$220K 0.05%
4,130
-370
138
$214K 0.05%
+2,432
139
$208K 0.05%
+670
140
– –
-6,396
141
– –
-3,029
142
– –
-26,154
143
– –
-10,980
2 3 4 5
6