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
51
$1.79M 0.66%
8,710
+875
52
$1.76M 0.65%
30,134
+187
53
$1.63M 0.61%
+22,244
54
$1.54M 0.57%
53,629
-3,221
55
$1.52M 0.56%
10,798
+184
56
$1.4M 0.52%
34,659
-900
57
$1.38M 0.51%
3,240
-20
58
$1.23M 0.45%
2,104
+15
59
$1.21M 0.45%
1,833
-25
60
$1.21M 0.45%
17,547
-500
61
$1.12M 0.42%
9,266
-255
62
$970K 0.36%
1,205
-35
63
$961K 0.36%
2,130
64
$927K 0.34%
42,900
-100
65
$926K 0.34%
27,496
-170
66
$912K 0.34%
+21,200
67
$905K 0.34%
9,649
-15
68
$795K 0.29%
1,673
+131
69
$776K 0.29%
4,537
70
$750K 0.28%
7,497
+5
71
$741K 0.27%
5,059
72
$697K 0.26%
6,333
+30
73
$697K 0.26%
6,241
+33
74
$696K 0.26%
14,194
75
$654K 0.24%
1,279
1 2
3
4 5