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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.07%
+1,244
127
$307K 0.06%
16,068
+110
128
$303K 0.06%
5,000
129
$303K 0.06%
1,403
-203
130
$282K 0.06%
4,945
-165
131
$280K 0.06%
3,292
-60
132
$280K 0.06%
1,852
133
$273K 0.06%
7,708
134
$251K 0.05%
3,465
135
$229K 0.05%
4,060
136
$222K 0.05%
1,949
+40
137
$211K 0.04%
1,324
+15
138
$210K 0.04%
3,274
139
$202K 0.04%
3,100
-2,865
140
– –
-2,568
141
– –
-15,520
142
– –
-18,594
143
– –
-685
144
– –
-1,399
2 3 4 5
6