BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
-5.84%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$339M
AUM Growth
-$17.9M
(-5%)
Cap. Flow
+$7.19M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
37.09%
Holding
178
New
9
Increased
73
Reduced
83
Closed
9
Top Buys
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$4.41M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.37M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$3.09M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$2.64M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$1.09M |
Sector Composition
| 1 | Technology | 11.35% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 8.77% |
| 4 | Industrials | 6.93% |
| 5 | Consumer Staples | 6.44% |