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
$476M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.68M
3
+$1.39M
4
ETN icon
Eaton
ETN
+$1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1M

Top Sells

1
+$1.36M
2
+$1.02M
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$510K
5
CNI icon
Canadian National Railway
CNI
+$469K

Sector Composition

1 Technology 10.93%
2 Financials 10.03%
3 Healthcare 8.92%
4 Industrials 6.07%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.06%
5,110
-185
127
$303K 0.06%
5,000
128
$302K 0.06%
1,606
129
$284K 0.06%
3,352
-840
130
$267K 0.06%
1,852
131
$261K 0.05%
3,465
-370
132
$258K 0.05%
+4,332
133
$251K 0.05%
7,708
-1,250
134
$239K 0.05%
1,909
-100
135
$230K 0.05%
4,060
-70
136
$221K 0.05%
+5,840
137
$220K 0.05%
685
+15
138
$218K 0.05%
1,399
-60
139
$215K 0.05%
+1,309
140
$211K 0.04%
2,568
-1,279
141
$207K 0.04%
+3,274
142
– –
-20,075
143
– –
-2,065
144
– –
-1,220
2 3 4 5
6