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
51
$2.13M 0.61%
30,980
+220
52
$2.1M 0.6%
13,300
53
$2.03M 0.58%
21,002
+841
54
$1.83M 0.52%
10,636
+974
55
$1.61M 0.46%
19,994
+294
56
$1.6M 0.46%
29,158
+4,386
57
$1.58M 0.45%
17,809
+1,959
58
$1.55M 0.44%
101,195
-1,300
59
$1.51M 0.43%
+1,390
60
$1.43M 0.41%
14,964
+1,235
61
$1.43M 0.41%
10,087
+110
62
$1.42M 0.41%
12,300
63
$1.4M 0.4%
18,389
+280
64
$1.31M 0.37%
15,113
+1,625
65
$1.29M 0.37%
12,997
+1,675
66
$1.24M 0.35%
23,148
+3,196
67
$1.23M 0.35%
21,135
+1,475
68
$1.1M 0.32%
29,045
+5,540
69
$1.06M 0.3%
36,315
+1,900
70
$970K 0.28%
45,765
-540
71
$806K 0.23%
9,925
72
$766K 0.22%
11,129
+1,350
73
$461K 0.13%
7,636
-30
74
$438K 0.13%
9,159
+500
75
$432K 0.12%
5,222
+230
1 2
3
4