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
$452M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.86M
3
+$1.66M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.57M

Top Sells

1
+$2.32M
2
+$1.59M
3
+$1.32M
4
FL
Foot Locker
FL
+$1.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Sector Composition

1 Technology 10.77%
2 Financials 9.72%
3 Healthcare 9.39%
4 Industrials 6.34%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.2M 11.79%
664,351
+66,486
2
$32.7M 7.23%
1,052,801
+52,694
3
$21M 4.65%
417,256
-46,065
4
$20.7M 4.58%
411,683
-31,631
5
$13.5M 2.99%
104,416
-8,198
6
$9.35M 2.07%
921,342
+47,838
7
$9.35M 2.07%
242,544
-1,308
8
$8.31M 1.84%
111,612
+1,542
9
$7.94M 1.76%
83,141
-3,256
10
$7.69M 1.7%
59,174
+562
11
$7.02M 1.55%
15,698
+40
12
$6.98M 1.55%
27,447
-2,199
13
$6.45M 1.43%
61,277
-1,311
14
$6.3M 1.4%
377,334
+99,597
15
$6.1M 1.35%
127,260
+1,660
16
$6.04M 1.34%
61,224
+1,026
17
$5.52M 1.22%
144,936
-5,132
18
$5.17M 1.14%
44,577
-964
19
$5.1M 1.13%
32,528
+331
20
$4.57M 1.01%
134,912
+5,393
21
$4.44M 0.98%
54,198
+1,416
22
$4.44M 0.98%
25,978
+2,288
23
$4.42M 0.98%
37,370
-893
24
$4.39M 0.97%
50,986
-1,095
25
$4.35M 0.96%
258,192
+110,492
1
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