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
101
$390K 0.1%
10,695
+13
102
$389K 0.1%
2,515
-50
103
$388K 0.1%
11,198
+44
104
$381K 0.1%
2,770
+420
105
$373K 0.1%
4,537
+450
106
$359K 0.09%
2,545
107
$359K 0.09%
3,199
-27
108
$358K 0.09%
1,279
109
$345K 0.09%
1,965
110
$330K 0.09%
5,501
111
$319K 0.08%
3,884
112
$315K 0.08%
1,421
+246
113
$313K 0.08%
2,575
114
$299K 0.08%
7,884
-527
115
$283K 0.07%
5,835
116
$267K 0.07%
2,630
117
$261K 0.07%
6,290
+855
118
$257K 0.07%
3,139
119
$257K 0.07%
1,461
120
$242K 0.06%
1,784
-7,240
121
$229K 0.06%
3,220
-110
122
$225K 0.06%
9,127
-2,382
123
$203K 0.05%
1,500
124
– –
-87,629
125
– –
-1,350
2 3 4
5
6