BCM

Buckhead Capital Management Portfolio holdings

AUM $279M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$987K
4
KO icon
Coca-Cola
KO
+$624K
5
IXN icon
iShares Global Tech ETF
IXN
+$573K

Top Sells

1
+$1.8M
2
+$1.61M
3
+$753K
4
JPM icon
JPMorgan Chase
JPM
+$559K
5
UNH icon
UnitedHealth
UNH
+$484K

Sector Composition

1 Technology 26.75%
2 Financials 15.43%
3 Consumer Discretionary 14.91%
4 Healthcare 9.82%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPAY icon
76
Corpay
CPAY
$22.8B
$609K 0.22%
2,023
CSCO icon
77
Cisco
CSCO
$309B
$596K 0.21%
7,734
IWM icon
78
iShares Russell 2000 ETF
IWM
$74B
$590K 0.21%
2,396
+1,087
QCOM icon
79
Qualcomm
QCOM
$148B
$583K 0.21%
3,408
+199
IWD icon
80
iShares Russell 1000 Value ETF
IWD
$70.6B
$578K 0.21%
2,750
IXN icon
81
iShares Global Tech ETF
IXN
$6.5B
$570K 0.2%
+5,430
PM icon
82
Philip Morris
PM
$289B
$564K 0.2%
3,515
+249
IBM icon
83
IBM
IBM
$222B
$553K 0.2%
1,868
SHY icon
84
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$553K 0.2%
6,679
+117
DXJ icon
85
WisdomTree Japan Hedged Equity Fund
DXJ
$6.51B
$543K 0.19%
+3,765
MO icon
86
Altria Group
MO
$116B
$541K 0.19%
9,383
+278
IT icon
87
Gartner
IT
$11.1B
$537K 0.19%
2,130
DORM icon
88
Dorman Products
DORM
$3.5B
$531K 0.19%
4,307
+65
MELI icon
89
Mercado Libre
MELI
$88.6B
$530K 0.19%
263
+8
VWO icon
90
Vanguard FTSE Emerging Markets ETF
VWO
$114B
$524K 0.19%
9,752
ABT icon
91
Abbott
ABT
$200B
$523K 0.19%
4,177
-40
FIVE icon
92
Five Below
FIVE
$12.1B
$522K 0.19%
2,770
GGG icon
93
Graco
GGG
$15.5B
$512K 0.18%
6,249
-128
TSLA icon
94
Tesla
TSLA
$1.5T
$490K 0.18%
+1,090
SLQD icon
95
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$487K 0.17%
9,603
+308
GLD icon
96
SPDR Gold Trust
GLD
$188B
$476K 0.17%
1,201
-100
CSGP icon
97
CoStar Group
CSGP
$18.5B
$458K 0.16%
6,810
+507
WFC icon
98
Wells Fargo
WFC
$250B
$456K 0.16%
4,895
RTX icon
99
RTX Corp
RTX
$283B
$453K 0.16%
2,470
IDXX icon
100
Idexx Laboratories
IDXX
$50.7B
$451K 0.16%
667
+37
2 3
4
5 6