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
51
$2.06M 0.7%
32,316
+8,737
52
$2.02M 0.68%
44,259
53
$2.01M 0.68%
6,714
+5,435
54
$1.99M 0.67%
27,031
+7,490
55
$1.93M 0.65%
15,300
56
$1.79M 0.61%
9,087
-10,354
57
$1.71M 0.58%
8,693
58
$1.67M 0.57%
1,850
-70
59
$1.39M 0.47%
3,155
-10
60
$1.31M 0.44%
24,255
61
$1.28M 0.43%
1,503
-177
62
$1.1M 0.37%
27,638
+275
63
$956K 0.32%
2,130
64
$948K 0.32%
4,547
65
$910K 0.31%
5,517
-17
66
$902K 0.31%
1,657
+4
67
$897K 0.3%
41,900
68
$837K 0.28%
7,269
-123
69
$832K 0.28%
7,560
-1,375
70
$757K 0.26%
13,981
-80
71
$750K 0.25%
7,443
+1,863
72
$680K 0.23%
6,319
73
$644K 0.22%
3,235
74
$624K 0.21%
7,700
75
$616K 0.21%
12,629
-48
1 2
3
4 5