BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$13.4M
3 +$9.94M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$9.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.26%
2 Healthcare 9.15%
3 Financials 7.88%
4 Consumer Staples 7.32%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$240K 0.1%
+2,170
152
$218K 0.09%
+8,480
153
$215K 0.09%
+10,346
154
$211K 0.09%
+5,209
155
$205K 0.08%
+5,000
156
$201K 0.08%
+18,260