BCM
Buckhead Capital Management Portfolio holdings
AUM
$279M
1-Year Est. Return
13.41%
This Fund
S&P 500
1 Year Est. Return
+13.41%
AUM
$279M
AUM Growth
+$3.61M
(+1.3%)
Holding
141
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.28M | |
| 3 | +$987K | |
| 4 |
Coca-Cola
KO
|
+$624K |
| 5 |
iShares Global Tech ETF
IXN
|
+$573K |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.61M | |
| 3 | +$753K | |
| 4 |
JPMorgan Chase
JPM
|
+$559K |
| 5 |
UnitedHealth
UNH
|
+$484K |
Sector Composition
| 1 | Technology | 26.75% |
| 2 | Financials | 15.43% |
| 3 | Consumer Discretionary | 14.91% |
| 4 | Healthcare | 9.82% |
| 5 | Industrials | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Total Stock Market ETF
VTI
$582B
| $238K | 0.09% |
711
+1
|
|
||
127
MSCI
MSCI
$41.9B
| $238K | 0.09% |
415
+55
|
|
||
128
Alerian MLP ETF
AMLP
$12B
| $238K | 0.09% |
5,062
-140
|
|
||
129
iShares S&P 100 ETF
OEF
$28.6B
| $233K | 0.08% |
+680
|
|
||
130
Weyerhaeuser
WY
$17.8B
| $231K | 0.08% |
9,754
|
|
||
131
United Rentals
URI
$51.7B
| $228K | 0.08% |
282
+7
|
|
||
132
Nucor
NUE
$40.9B
| $219K | 0.08% |
+1,340
|
|
||
133
Danaher
DHR
$146B
| $217K | 0.08% |
+950
|
|
||
134
iShares Global Industrials ETF
EXI
$1.28B
| $217K | 0.08% |
+1,235
|
|
||
135
iShares TIPS Bond ETF
TIP
$14.3B
| $213K | 0.08% |
1,938
|
|
||
136
Lowe's Companies
LOW
$145B
| $206K | 0.07% |
856
|
|
||
137
CornerCap Fundametrics Large-Cap ETF
FUNL
$211M
| $204K | 0.07% |
4,357
|
|
||
138
O'Reilly Automotive
ORLY
$79.4B
| $201K | 0.07% |
+2,207
|
|
||
139
Synopsys
SNPS
$80.4B
| – | – |
-682
|
|
||
140
Vistra
VST
$57.3B
| – | – |
-1,300
|
|
||
141
Floor & Decor
FND
$7.24B
| – | – |
-4,650
|
|