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
$527M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$2.67M
4
WELL icon
Welltower
WELL
+$2.44M
5
NLY icon
Annaly Capital Management
NLY
+$1.58M

Top Sells

1
+$5.53M
2
+$4.37M
3
+$4.25M
4
AIR icon
AAR Corp
AIR
+$3.13M
5
LNC icon
Lincoln National
LNC
+$2.65M

Sector Composition

1 Financials 25.06%
2 Technology 15.36%
3 Healthcare 11.64%
4 Industrials 9.92%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$817K 0.16%
9,755
-1,040
102
$811K 0.15%
6,918
-230
103
$760K 0.14%
25,215
-3,500
104
$743K 0.14%
19,550
-1,900
105
$734K 0.14%
61,300
+10,000
106
$712K 0.14%
82,065
-250,770
107
$691K 0.13%
22,270
-2,575
108
$660K 0.13%
20,325
-3,200
109
$659K 0.13%
9,295
110
$656K 0.12%
16,895
-400
111
$647K 0.12%
11,520
112
$646K 0.12%
33,220
-6,500
113
$610K 0.12%
4,985
114
$594K 0.11%
50,400
115
$594K 0.11%
12,380
-1,500
116
$593K 0.11%
8,165
-5,380
117
$590K 0.11%
27,015
-4,200
118
$584K 0.11%
41,400
-10,400
119
$579K 0.11%
10,990
120
$569K 0.11%
16,345
-2,200
121
$565K 0.11%
4,930
122
$561K 0.11%
36,992
123
$552K 0.1%
8,159
124
$547K 0.1%
5,727
-65
125
$544K 0.1%
+30,000
3 4
5
6 7