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
1
$14.1M 5.73%
570,703
+170,873
2
$14M 5.71%
458,953
+129,759
3
$13.3M 5.39%
150,531
-11,525
4
$8.78M 3.57%
86,576
+30,281
5
$5.21M 2.12%
128,720
-22,530
6
$4.11M 1.67%
33,531
+805
7
$3.84M 1.56%
49,729
+1,813
8
$3.7M 1.5%
42,689
-509
9
$3.65M 1.48%
13,462
+537
10
$3.65M 1.48%
530,136
+42,426
11
$3.43M 1.39%
19,205
-117
12
$3.42M 1.39%
54,060
+1,522
13
$3.3M 1.34%
66,254
-9,390
14
$3.23M 1.31%
49,530
+1,020
15
$3.04M 1.24%
34,984
+1,016
16
$2.95M 1.2%
94,742
+5,594
17
$2.88M 1.17%
25,013
+153
18
$2.81M 1.14%
+57,426
19
$2.66M 1.08%
78,748
+1,104
20
$2.63M 1.07%
112,936
+3,663
21
$2.6M 1.06%
49,766
+5,780
22
$2.48M 1.01%
72,430
+1,270
23
$2.35M 0.95%
61,132
-1,245
24
$2.32M 0.94%
49,320
+705
25
$2.31M 0.94%
35,906
-16
1
2 3 4 5