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
$527M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$2.67M
4
WELL icon
Welltower
WELL
+$2.44M
5
NLY icon
Annaly Capital Management
NLY
+$1.58M

Top Sells

1
+$5.53M
2
+$4.37M
3
+$4.25M
4
AIR icon
AAR Corp
AIR
+$3.13M
5
LNC icon
Lincoln National
LNC
+$2.65M

Sector Composition

1 Financials 25.06%
2 Technology 15.36%
3 Healthcare 11.64%
4 Industrials 9.92%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$308K 0.06%
47,810
-54,790
152
$301K 0.06%
3,580
153
$292K 0.06%
19,610
-5,300
154
$291K 0.06%
8,364
-40
155
$290K 0.06%
11,185
-2,800
156
$290K 0.06%
3,185
-600
157
$286K 0.05%
15,785
158
$276K 0.05%
3,870
159
$260K 0.05%
9,159
160
$245K 0.05%
3,558
161
$235K 0.04%
+6,875
162
$234K 0.04%
6,615
-9,850
163
$226K 0.04%
7,090
-7,455
164
$215K 0.04%
3,394
-1,605
165
$210K 0.04%
31,840
-8,835
166
$207K 0.04%
17,025
167
$206K 0.04%
+4,100
168
$205K 0.04%
+1,100
169
$165K 0.03%
62,140
-45,000
170
$116K 0.02%
26,615
-42,950
171
$72K 0.01%
5,000
172
– –
-10,640
173
– –
-29,730
174
– –
-12,795
175
– –
-111,486
4 5 6
7
8