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
1
$16M 5.61%
518,590
+59,637
2
$15.6M 5.48%
627,609
+56,906
3
$14.3M 5.01%
148,759
-1,772
4
$13.8M 4.84%
+173,084
5
$9.86M 3.46%
97,270
+10,694
6
$5M 1.75%
121,404
-7,316
7
$4.36M 1.53%
13,770
+308
8
$4.25M 1.49%
34,056
+525
9
$4.08M 1.43%
543,990
+13,854
10
$4.05M 1.42%
49,786
+57
11
$3.96M 1.39%
78,082
+20,656
12
$3.93M 1.38%
42,887
+198
13
$3.82M 1.34%
49,976
+446
14
$3.57M 1.25%
19,916
+711
15
$3.55M 1.24%
35,041
+57
16
$3.49M 1.22%
63,934
-2,320
17
$3.47M 1.22%
25,860
+847
18
$3.28M 1.15%
98,142
+3,400
19
$3.23M 1.13%
84,320
+5,572
20
$3.05M 1.07%
52,198
+2,432
21
$2.8M 0.98%
107,708
+7,335
22
$2.74M 0.96%
51,138
-2,922
23
$2.6M 0.91%
115,802
+2,866
24
$2.57M 0.9%
72,160
-270
25
$2.53M 0.89%
61,165
+33
1
2 3 4 5