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
$246M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.97M
3
+$3.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.81M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.07M

Top Sells

1
+$16.2M
2
+$4.27M
3
+$2.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$913K

Sector Composition

1 Technology 11.66%
2 Healthcare 9.44%
3 Financials 8.59%
4 Industrials 7.5%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$284K 0.12%
2,645
-430
152
$278K 0.11%
4,636
+75
153
$275K 0.11%
2,376
+206
154
$271K 0.11%
9,600
-200
155
$270K 0.11%
6,460
+1,108
156
$243K 0.1%
+12,370
157
$239K 0.1%
5,000
158
$220K 0.09%
8,603
+123
159
$211K 0.09%
10,180
-166
160
$210K 0.09%
17,380
-880
161
$201K 0.08%
+2,700
162
$199K 0.08%
+11,645
163
– –
-29,549
164
– –
-5,209
165
– –
-205,024
166
– –
-10,495
3 4 5 6
7