BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$4.02M
3
+$2.45M
4
AVGO icon
Broadcom
AVGO
+$1.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.08M

Top Sells

1
+$15.1M
2
+$7.45M
3
+$2.58M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$990K

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.05%
1,852
127
$242K 0.05%
1,195
-2,492
128
$238K 0.05%
1,949
129
$217K 0.04%
2,806
-659
130
$217K 0.04%
2,597
-2,242
131
$212K 0.04%
1,025
-140
132
$204K 0.04%
+1,219
133
$203K 0.04%
+954
134
– –
-68,886
135
– –
-7,099
136
– –
-3,910
137
– –
-10,865
138
– –
-8,166
139
– –
-2,310
140
– –
-8,560
141
– –
-29,424
142
– –
-3,002
2 3 4 5
6