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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$344K 0.07%
+1,856
127
$291K 0.06%
7,708
128
$280K 0.06%
10,865
-8,975
129
$275K 0.06%
3,002
-290
130
$275K 0.06%
+5,625
131
$255K 0.05%
2,310
-1,785
132
$250K 0.05%
1,852
133
$249K 0.05%
4,280
-665
134
$246K 0.05%
1,949
135
$245K 0.05%
+1,803
136
$235K 0.05%
3,465
137
$227K 0.05%
3,910
-150
138
$225K 0.05%
1,165
-238
139
$202K 0.04%
+7,099
140
– –
-1,324
141
– –
-3,100
142
– –
-2,270
143
– –
-16,068
144
– –
-19,843
145
– –
-3,274
146
– –
-446,254
2 3 4 5
6