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
$298M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.65M
3
+$2.21M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.05M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M

Top Sells

1
+$5.71M
2
+$739K
3
+$583K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$463K

Sector Composition

1 Technology 11.84%
2 Healthcare 9.26%
3 Financials 8.53%
4 Industrials 7.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.12%
3,090
152
$347K 0.12%
4,099
-135
153
$343K 0.12%
5,225
154
$332K 0.11%
4,898
-114
155
$331K 0.11%
3,809
+1,040
156
$327K 0.11%
3,635
+750
157
$326K 0.11%
5,384
-154
158
$286K 0.1%
6,293
+518
159
$266K 0.09%
3,810
-100
160
$255K 0.09%
2,281
-95
161
$247K 0.08%
13,025
+628
162
$243K 0.08%
8,000
-800
163
$237K 0.08%
+2,886
164
$237K 0.08%
3,150
+60
165
$235K 0.08%
4,800
-200
166
$234K 0.08%
2,155
-340
167
$230K 0.08%
3,126
+175
168
$221K 0.07%
2,700
169
$217K 0.07%
+2,305
170
$215K 0.07%
+3,356
171
$209K 0.07%
15,600
-1,100
172
– –
-8,138
173
– –
-6,918
174
– –
-20,696
3 4 5 6
7