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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$3.94M
3
+$3.36M
4
NKE icon
Nike
NKE
+$1.28M
5
ADBE icon
Adobe
ADBE
+$1.26M

Top Sells

1
+$9.01M
2
+$4.23M
3
+$4.03M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-23,221
127
– –
-21,405
2 3 4 5
6