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
$478M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.52M
3
+$1.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.16M

Top Sells

1
+$1.61M
2
+$1.33M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$666K
5
BA icon
Boeing
BA
+$645K

Sector Composition

1 Technology 11.43%
2 Financials 9.74%
3 Healthcare 8.64%
4 Industrials 5.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.7M 11.86%
722,522
+14,456
2
$35.8M 7.49%
1,166,203
+60,636
3
$22.4M 4.69%
446,254
+30,308
4
$22M 4.6%
437,891
+23,073
5
$13M 2.72%
95,794
-4,908
6
$10.9M 2.28%
1,024,746
+76,164
7
$10.4M 2.17%
247,188
+3,404
8
$10M 2.09%
109,625
-1,474
9
$9.14M 1.91%
83,109
-2,448
10
$9.07M 1.9%
514,683
+59,340
11
$8.37M 1.75%
15,452
-170
12
$7.84M 1.64%
61,158
+1,238
13
$7.35M 1.54%
141,113
-2,244
14
$7.1M 1.49%
59,340
-747
15
$6.84M 1.43%
20,869
-1,967
16
$6.81M 1.43%
132,080
+2,080
17
$6.76M 1.41%
235,565
+41,006
18
$6.11M 1.28%
353,564
+37,876
19
$6.11M 1.28%
60,823
-701
20
$5.1M 1.07%
32,625
+339
21
$4.84M 1.01%
30,295
+1,603
22
$4.7M 0.98%
51,544
-481
23
$4.62M 0.97%
83,132
+3,344
24
$4.44M 0.93%
131,959
-2,024
25
$4.27M 0.89%
61,168
+17,788
1
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