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
126
– –
-2,010
127
– –
-966
128
– –
-1,350
129
– –
-87,629
2 3 4 5
6