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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.09%
2,100
-10
152
$291K 0.08%
2,952
+225
153
$281K 0.08%
2,947
-622
154
$267K 0.07%
6,851
-8,691
155
$266K 0.07%
2,157
-1,450
156
$262K 0.07%
2,700
157
$260K 0.07%
6,603
-1,165
158
$246K 0.07%
6,950
159
$238K 0.07%
3,520
-3,179
160
$225K 0.06%
3,230
-175
161
$214K 0.06%
8,314
-40,191
162
$197K 0.06%
10,097
-2,750
163
$135K 0.04%
12,526
+1
164
– –
-15,287
165
– –
-8,388
166
– –
-2,731
167
– –
-4,799
168
– –
-3,510
169
– –
-34,557
170
– –
-3,055
171
– –
-4,120
3 4 5 6
7