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
$295M
AUM Growth
-$206K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.49M
3
+$1.62M
4
JNJ icon
Johnson & Johnson
JNJ
+$652K
5
FTNT icon
Fortinet
FTNT
+$616K

Top Sells

1
+$3.97M
2
+$2.43M
3
+$2.04M
4
FANG icon
Diamondback Energy
FANG
+$1.22M
5
CASY icon
Casey's General Stores
CASY
+$832K

Sector Composition

1 Technology 25.84%
2 Financials 15.77%
3 Consumer Discretionary 11.56%
4 Healthcare 10.5%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 1.49%
21,331
+779
27
$4.22M 1.43%
48,372
+4,072
28
$4.18M 1.42%
33,813
-4,492
29
$4.1M 1.39%
5,204
+567
30
$4.08M 1.38%
21,103
-36
31
$4.05M 1.37%
120,065
-269
32
$4.04M 1.37%
62,006
+568
33
$3.98M 1.35%
19,901
-6,100
34
$3.96M 1.34%
+13,474
35
$3.82M 1.3%
56,469
+51
36
$3.73M 1.26%
14,198
-20
37
$3.52M 1.19%
15,198
-3,246
38
$3.49M 1.18%
+12,666
39
$3.42M 1.16%
6,800
-7
40
$3.38M 1.15%
20,287
-83
41
$3.13M 1.06%
16,083
+23
42
$3.06M 1.04%
50,751
+10,228
43
$2.74M 0.93%
36,995
-98
44
$2.65M 0.9%
49,683
-6,727
45
$2.26M 0.77%
14,550
46
$2.24M 0.76%
19,212
+3,742
47
$2.21M 0.75%
21,608
-3,799
48
$2.21M 0.75%
17,601
+90
49
$2.1M 0.71%
11,474
+402
50
$2.08M 0.7%
8,905
1
2
3 4 5