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
76
$576K 0.2%
2,441
77
$539K 0.18%
2,023
78
$535K 0.18%
1,665
79
$523K 0.18%
3,000
80
$511K 0.17%
6,243
81
$507K 0.17%
4,879
-325
82
$474K 0.16%
5,977
83
$469K 0.16%
2,136
84
$467K 0.16%
6,303
85
$442K 0.15%
6,211
86
$430K 0.15%
9,819
87
$415K 0.14%
8,418
+301
88
$400K 0.14%
10,377
-103,157
89
$394K 0.13%
240
+15
90
$393K 0.13%
2,275
-700
91
$391K 0.13%
1,565
-20
92
$388K 0.13%
4,242
-8
93
$383K 0.13%
2,585
-12
94
$372K 0.13%
3,667
-310
95
$368K 0.12%
3,101
-25
96
$365K 0.12%
7,800
97
$362K 0.12%
2,930
+10
98
$351K 0.12%
7,390
99
$337K 0.11%
2,722
-33
100
$334K 0.11%
2,575
1 2 3
4
5