BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+12.56%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$568M
AUM Growth
+$64.6M
(+13%)
Cap. Flow
+$7.4M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
127
New
14
Increased
40
Reduced
58
Closed
7
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$29.5M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.98M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
+$2.4M |
| 4 |
T-Mobile US
TMUS
|
+$2.37M |
| 5 |
TotalEnergies
TTE
|
+$1.83M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$24.9M |
| 2 |
TSMC
TSM
|
+$2.55M |
| 3 |
Apple
AAPL
|
+$1.87M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.38M |
| 5 |
AT&T
T
|
+$1.01M |
Sector Composition
| 1 | Technology | 17.22% |
| 2 | Healthcare | 9.05% |
| 3 | Financials | 8.37% |
| 4 | Communication Services | 7.55% |
| 5 | Consumer Discretionary | 6.49% |