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
101
$334K 0.11%
2,650
102
$328K 0.11%
5,149
-66
103
$323K 0.11%
3,215
+5
104
$314K 0.11%
575
+66
105
$310K 0.1%
11,292
-123
106
$306K 0.1%
10,796
107
$302K 0.1%
2,770
108
$278K 0.09%
4,689
+225
109
$276K 0.09%
5,751
110
$273K 0.09%
2,750
111
$260K 0.09%
2,311
+40
112
$250K 0.08%
1,234
+234
113
$250K 0.08%
2,056
114
$237K 0.08%
2,384
+150
115
$225K 0.08%
+3,400
116
$215K 0.07%
998
117
$207K 0.07%
1,938
118
$206K 0.07%
1,300
119
– –
-636
120
– –
-2,994
121
– –
-9,365
122
– –
-305
123
– –
-5,398
124
– –
-360
125
– –
-285
1 2 3 4
5