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
$456M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.7M
3
+$1.71M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Top Sells

1
+$5.6M
2
+$3.83M
3
+$1.11M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$723K

Sector Composition

1 Technology 11.17%
2 Healthcare 9.68%
3 Financials 8.41%
4 Consumer Discretionary 5.78%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.05%
+2,017
127
$231K 0.05%
+8,393
128
$222K 0.05%
6,118
-1,500
129
$215K 0.05%
3,826
-1,537
130
$212K 0.05%
+2,245
131
$202K 0.04%
1,264
+45
132
– –
-31,204
133
– –
-2,806
134
– –
-2,597
135
– –
-1,025
136
– –
-954
137
– –
-1,195
2 3 4 5
6