BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Return 15.74%
This Quarter Return
+8.68%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$298M
AUM Growth
+$14.8M
Cap. Flow
-$5.35M
Cap. Flow %
-1.79%
Top 10 Hldgs %
46.86%
Holding
232
New
19
Increased
82
Reduced
77
Closed
22
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ANAD
226
DELISTED
ANADIGICS INC
ANAD
-15,000
Closed -$3K
SIAL
227
DELISTED
SIGMA - ALDRICH CORP
SIAL
-1,535
Closed -$213K
CB
228
DELISTED
CHUBB CORPORATION
CB
-2,613
Closed -$320K
HK
229
DELISTED
Halcon Resources Corporation
HK
-58
Closed -$5K
EZPW icon
230
Ezcorp Inc
EZPW
$1.02B
-20,657
Closed -$127K
FCA icon
231
First Trust China AlphaDEX Fund
FCA
$56.1M
-134,901
Closed -$2.69M
FIS icon
232
Fidelity National Information Services
FIS
$36.2B
-3,005
Closed -$202K