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
$525M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.24M
3
+$1.33M
4
DINO icon
HF Sinclair
DINO
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.17M

Top Sells

1
+$4.54M
2
+$4.07M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.67M
5
JBL icon
Jabil
JBL
+$1.82M

Sector Composition

1 Financials 23.76%
2 Technology 15.36%
3 Healthcare 12.3%
4 Industrials 10.73%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.07%
+7,875
152
$350K 0.07%
12,105
-12,345
153
$334K 0.06%
3,870
-100
154
$328K 0.06%
18,365
-18,600
155
$326K 0.06%
4,999
156
$321K 0.06%
7,150
+42
157
$315K 0.06%
29,730
-8,785
158
$302K 0.06%
8,404
159
$297K 0.06%
107,140
-47,240
160
$295K 0.06%
24,910
-26,000
161
$291K 0.06%
26,614
-27,084
162
$290K 0.06%
5,855
-1,485
163
$285K 0.05%
3,785
-3,155
164
$282K 0.05%
3,580
165
$268K 0.05%
8,195
-8,300
166
$253K 0.05%
13,985
-13,800
167
$251K 0.05%
40,675
-54,615
168
$243K 0.05%
9,159
169
$227K 0.04%
3,558
170
$222K 0.04%
15,785
171
$211K 0.04%
13,355
-13,400
172
$186K 0.04%
17,025
173
$121K 0.02%
12,795
-7,700
174
$88K 0.02%
5,000
175
$4K ﹤0.01%
10,640
4 5 6
7
8