BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+1.06%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.83%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Costco
COST
$427B
| $240K | 0.1% |
+2,170
| New | +$240K |
|
|
BSJD
152
DELISTED
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
| $218K | 0.09% |
+8,480
| New | +$218K |
|
|
BSCD
153
DELISTED
CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF
BSCD
| $215K | 0.09% |
+10,346
| New | +$215K |
|
154
Unilever
UL
$158B
| $211K | 0.09% |
+5,209
| New | +$211K |
|
155
Lowe's Companies
LOW
$151B
| $205K | 0.08% |
+5,000
| New | +$205K |
|
156
Schwab U.S Small- Cap ETF
SCHA
$18.8B
| $201K | 0.08% |
+18,260
| New | +$201K |
|