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
$270M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.63M
3
+$947K
4
TSCO icon
Tractor Supply
TSCO
+$912K
5
THG icon
Hanover Insurance
THG
+$613K

Top Sells

1
+$1.72M
2
+$1.59M
3
+$800K
4
MSFT icon
Microsoft
MSFT
+$548K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$498K

Sector Composition

1 Technology 23.64%
2 Financials 15.8%
3 Healthcare 13.39%
4 Consumer Discretionary 11.32%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.13%
3,199
-178
102
$340K 0.13%
3,387
-4,967
103
$326K 0.12%
7,800
+1,510
104
$319K 0.12%
+1,960
105
$311K 0.12%
2,650
-150
106
$308K 0.11%
5,230
-310
107
$307K 0.11%
+2,750
108
$297K 0.11%
2,228
109
$268K 0.1%
3,185
+21
110
$245K 0.09%
5,751
-255
111
$243K 0.09%
509
112
$226K 0.08%
1,300
113
$223K 0.08%
+636
114
$220K 0.08%
+4,464
115
$204K 0.08%
+360
116
$202K 0.07%
+2,234
117
$201K 0.07%
+1,000
118
$200K 0.07%
+1,500
119
$200K 0.07%
+5,466
120
– –
-7,559
1 2 3 4
5