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
$836M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.86M
3
+$3.25M
4
WELL icon
Welltower
WELL
+$1.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.35M

Top Sells

1
+$2.43M
2
+$2.39M
3
+$2.2M
4
DHR icon
Danaher
DHR
+$1.96M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Sector Composition

1 Technology 23.3%
2 Healthcare 8.49%
3 Financials 6.63%
4 Consumer Discretionary 5.79%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.03%
+3,317
127
$218K 0.03%
433
+21
128
$214K 0.03%
+4,290
129
$207K 0.02%
626
130
$206K 0.02%
1,207
-107
131
$203K 0.02%
+700
132
$200K 0.02%
+370
133
$90.9K 0.01%
11,060
-115
134
$62.8K 0.01%
13,420
135
$60.3K 0.01%
10,000
136
– –
-470
137
– –
-37,734
138
– –
-784
139
– –
-17,330
2 3 4 5
6