BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM $872M
1-Year Return
18.49%
This Quarter Return
+4.4%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$594M
AUM Growth
+$25.9M
(+4.6%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
126
New
6
Increased
47
Reduced
57
Closed
7
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$3.73M |
| 2 |
Home Depot
HD
|
+$2.44M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
+$2.14M |
| 4 |
TJX Companies
TJX
|
+$1.13M |
| 5 |
Amazon
AMZN
|
+$1.1M |
Top Sells
| 1 |
TSMC
TSM
|
+$2.15M |
| 2 |
Alibaba
BABA
|
+$1.58M |
| 3 |
Applied Materials
AMAT
|
+$1.28M |
| 4 |
Estee Lauder
EL
|
+$1.08M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$818K |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Healthcare | 8.91% |
| 3 | Financials | 8.54% |
| 4 | Communication Services | 7.62% |
| 5 | Consumer Discretionary | 6.69% |