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
$270M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.63M
3
+$947K
4
TSCO icon
Tractor Supply
TSCO
+$912K
5
THG icon
Hanover Insurance
THG
+$613K

Top Sells

1
+$1.72M
2
+$1.59M
3
+$800K
4
MSFT icon
Microsoft
MSFT
+$548K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$498K

Sector Composition

1 Technology 23.64%
2 Financials 15.8%
3 Healthcare 13.39%
4 Consumer Discretionary 11.32%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.49%
57,082
+2,894
27
$4.02M 1.49%
36,099
-410
28
$3.97M 1.47%
107,053
+762
29
$3.81M 1.41%
24,573
-125
30
$3.78M 1.4%
22,187
+13,447
31
$3.77M 1.4%
13,786
+35
32
$3.7M 1.37%
22,418
+1,221
33
$3.62M 1.34%
34,336
+190
34
$3.6M 1.33%
13,827
+108
35
$3.59M 1.33%
25,699
-2,859
36
$3.47M 1.29%
18,541
+175
37
$3.38M 1.25%
4,162
+1,166
38
$3.2M 1.18%
21,031
+91
39
$2.97M 1.1%
53,449
-372
40
$2.93M 1.08%
55,725
-32,802
41
$2.84M 1.05%
35,679
-556
42
$2.81M 1.04%
6,717
+163
43
$2.63M 0.97%
15,937
+10
44
$2.56M 0.95%
10,486
-6,509
45
$2.43M 0.9%
10,755
+1,000
46
$2.32M 0.86%
25,413
+2,524
47
$2.25M 0.83%
14,525
+1,025
48
$2.16M 0.8%
22,954
-665
49
$1.87M 0.69%
15,440
+5,045
50
$1.79M 0.66%
15,470
+1,510
1
2
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