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
$313M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.08M
3
+$714K
4
ULTA icon
Ulta Beauty
ULTA
+$633K
5
AMZN icon
Amazon
AMZN
+$632K

Top Sells

1
+$2.92M
2
+$1.3M
3
+$1.11M
4
HD icon
Home Depot
HD
+$1.03M
5
RJF icon
Raymond James Financial
RJF
+$1.01M

Sector Composition

1 Technology 25.12%
2 Financials 17.17%
3 Consumer Discretionary 13.26%
4 Industrials 9.72%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,994
127
– –
-6,139
128
– –
-765
129
– –
-21,383
130
– –
-3,668
131
– –
-1,500
132
– –
-285
2 3 4 5
6