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
$321M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.32M
3
+$2.87M
4
CVS icon
CVS Health
CVS
+$2.49M
5
SRCL
Stericycle Inc
SRCL
+$1.94M

Top Sells

1
+$2.81M
2
+$2.48M
3
+$2.37M
4
AAPL icon
Apple
AAPL
+$2.13M
5
NSC icon
Norfolk Southern
NSC
+$2.06M

Sector Composition

1 Technology 17.27%
2 Financials 15.4%
3 Healthcare 14.96%
4 Consumer Staples 11.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.14%
15,020
+3,588
77
$392K 0.12%
9,232
78
$368K 0.11%
9,159
79
$366K 0.11%
7,314
-380
80
$362K 0.11%
9,435
81
$339K 0.11%
3,394
82
$327K 0.1%
5,534
83
$322K 0.1%
5,515
-340
84
$269K 0.08%
3,319
85
$252K 0.08%
5,000
86
$223K 0.07%
5,900
-1,050
87
$207K 0.06%
+2,575
88
– –
-13,000
89
– –
-2,785
90
– –
-17,096
91
– –
-14,015
92
– –
-11,148
93
– –
-9,617
1 2 3
4