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
76
$413K 0.12%
1,390
77
$385K 0.11%
3,394
+500
78
$372K 0.11%
9,232
79
$352K 0.1%
18,683
+2,833
80
$285K 0.08%
3,319
81
$282K 0.08%
10,805
82
$263K 0.08%
5,165
83
$228K 0.07%
5,900
84
– –
-17,185
85
– –
-17,185
86
– –
-9,505
87
– –
-18,870
1 2 3
4