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
$285M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.84M
3
+$1.42M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.05M

Top Sells

1
+$1.28M
2
+$853K
3
+$301K
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$220K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$219K

Sector Composition

1 Technology 11.23%
2 Healthcare 9.22%
3 Financials 8.62%
4 Industrials 7.58%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$337K 0.12%
+8,123
152
$330K 0.12%
3,910
153
$323K 0.11%
5,225
-100
154
$313K 0.11%
20,696
-8,058
155
$283K 0.1%
2,376
156
$281K 0.1%
5,775
-685
157
$280K 0.1%
8,800
-800
158
$269K 0.09%
3,896
-740
159
$262K 0.09%
+2,885
160
$250K 0.09%
2,495
-150
161
$248K 0.09%
5,000
162
$240K 0.08%
+12,397
163
$219K 0.08%
16,700
-680
164
$217K 0.08%
+3,090
165
$216K 0.08%
2,700
166
$215K 0.08%
+2,769
167
$211K 0.07%
+8,138
168
$201K 0.07%
+2,951
169
– –
-10,180
170
– –
-8,603
171
– –
-33,370
3 4 5 6
7