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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.09M
3
+$1.06M
4
QSR icon
Restaurant Brands International
QSR
+$1.02M
5
AES icon
AES
AES
+$963K

Top Sells

1
+$1.42M
2
+$1.28M
3
+$1.03M
4
AVGO icon
Broadcom
AVGO
+$966K
5
UNH icon
UnitedHealth
UNH
+$818K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-29,691
127
– –
-1,231
128
– –
-1,332
129
– –
-1,162
130
– –
-1,094
2 3 4 5
6