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
$386M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.02M
3
+$1.87M
4
CASY icon
Casey's General Stores
CASY
+$1.37M
5
CRL icon
Charles River Laboratories
CRL
+$1.27M

Top Sells

1
+$7.41M
2
+$2.13M
3
+$1.13M
4
META icon
Meta Platforms (Facebook)
META
+$982K
5
AAPL icon
Apple
AAPL
+$829K

Sector Composition

1 Technology 18.34%
2 Healthcare 15.97%
3 Financials 13.74%
4 Consumer Staples 11.46%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.31%
10,825
-4,340
77
$1.16M 0.3%
2,030
-20
78
$1.04M 0.27%
10,895
-105
79
$985K 0.26%
3,465
80
$984K 0.25%
2,083
-25
81
$953K 0.25%
2,946
-50
82
$868K 0.22%
28,739
83
$834K 0.22%
8,624
84
$832K 0.22%
15,454
+67
85
$765K 0.2%
28,744
+52
86
$723K 0.19%
11,639
-475
87
$692K 0.18%
3,023
88
$655K 0.17%
4,412
+150
89
$614K 0.16%
45,200
90
$589K 0.15%
2,130
91
$550K 0.14%
1,539
-43
92
$526K 0.14%
6,311
-828
93
$524K 0.14%
3,850
94
$479K 0.12%
7,700
95
$463K 0.12%
1,886
96
$445K 0.12%
7,714
-1,030
97
$439K 0.11%
6,303
+1,600
98
$426K 0.11%
+7,559
99
$396K 0.1%
3,505
-180
100
$393K 0.1%
3,304
+30
2 3
4
5 6