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
$313M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$678K
5
ROP icon
Roper Technologies
ROP
+$676K

Top Sells

1
+$2.92M
2
+$1.17M
3
+$1.04M
4
RJF icon
Raymond James Financial
RJF
+$1.04M
5
HD icon
Home Depot
HD
+$983K

Sector Composition

1 Technology 25.12%
2 Financials 17.17%
3 Consumer Discretionary 13.26%
4 Industrials 9.72%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.57%
13,681
-18
27
$4.85M 1.55%
129,236
-2,107
28
$4.85M 1.55%
33,145
-1,312
29
$4.77M 1.53%
50,521
-78
30
$4.67M 1.49%
11,776
-78
31
$4.51M 1.44%
15,781
+1,965
32
$4.46M 1.43%
14,121
-108
33
$4.42M 1.41%
48,120
+152
34
$4.41M 1.41%
63,459
+430
35
$4.22M 1.35%
14,232
-102
36
$4.11M 1.31%
61,712
+55
37
$4.1M 1.31%
22,765
-96
38
$3.92M 1.25%
6,791
-103
39
$3.82M 1.22%
9,981
-8
40
$3.53M 1.13%
19,149
-1,961
41
$3.35M 1.07%
116,618
-2,913
42
$3.25M 1.04%
19,830
+67
43
$3.17M 1.02%
15,781
-211
44
$3.06M 0.98%
35,842
-1,035
45
$2.78M 0.89%
14,425
46
$2.68M 0.86%
17,340
-61
47
$2.67M 0.85%
19,158
+146
48
$2.36M 0.75%
67,321
+9,131
49
$2.34M 0.75%
+72,459
50
$2.3M 0.73%
12,064
+303
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