BCM

Buckhead Capital Management Portfolio holdings

AUM $279M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.02M
3
+$942K
4
LULU icon
lululemon athletica
LULU
+$869K
5
JNJ icon
Johnson & Johnson
JNJ
+$496K

Top Sells

1
+$4.48M
2
+$1.99M
3
+$1.81M
4
CASY icon
Casey's General Stores
CASY
+$1.23M
5
APH icon
Amphenol
APH
+$745K

Sector Composition

1 Technology 25.16%
2 Financials 16.01%
3 Consumer Discretionary 12.51%
4 Healthcare 10.88%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.06%
+1,500
127
– –
-33,903
128
– –
-2,384
129
– –
-1,300
130
– –
-27,031
2 3 4 5
6