BCM

Buckhead Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.33M
3
+$708K
4
CHRW icon
C.H. Robinson
CHRW
+$698K
5
AAPL icon
Apple
AAPL
+$416K

Top Sells

1
+$1.24M
2
+$902K
3
+$847K
4
CTVA icon
Corteva
CTVA
+$508K
5
GE icon
GE Aerospace
GE
+$497K

Sector Composition

1 Technology 16.89%
2 Financials 15.8%
3 Healthcare 13.86%
4 Consumer Staples 12.64%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 1.56%
30,400
27
$5.39M 1.54%
97,410
-16,300
28
$5.31M 1.52%
45,155
+1,116
29
$5.19M 1.48%
164,672
+8,375
30
$4.99M 1.43%
97,953
+3,480
31
$4.7M 1.34%
29,100
32
$4.49M 1.29%
42,033
+2,338
33
$4.4M 1.26%
25,985
+692
34
$4.21M 1.2%
75,522
+2,600
35
$4.02M 1.15%
24,922
+600
36
$3.96M 1.13%
71,993
+1,905
37
$3.93M 1.13%
56,595
+1,971
38
$3.92M 1.12%
46,221
+8,237
39
$3.71M 1.06%
17,545
+853
40
$3.6M 1.03%
26,202
+96
41
$3.54M 1.01%
11,851
-148
42
$3.38M 0.97%
122,593
-13,590
43
$3.14M 0.9%
58,490
+3,521
44
$3.14M 0.9%
34,600
-400
45
$3.1M 0.89%
22,112
+590
46
$2.91M 0.83%
53,507
-180
47
$2.71M 0.78%
19,500
-13
48
$2.7M 0.77%
76,688
+1,868
49
$2.67M 0.76%
52,899
-754
50
$2.55M 0.73%
35,800
+18,615
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