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
$541M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.47M
3
+$1.41M
4
DINO icon
HF Sinclair
DINO
+$1.35M
5
AXP icon
American Express
AXP
+$1.21M

Top Sells

1
+$2.76M
2
+$2.39M
3
+$2.27M
4
CAG icon
Conagra Brands
CAG
+$1.39M
5
ESRX
Express Scripts Holding Company
ESRX
+$997K

Sector Composition

1 Financials 25.15%
2 Technology 14.58%
3 Healthcare 11.8%
4 Industrials 11.69%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.05%
40,216
-340
177
$274K 0.05%
+10,424
178
$272K 0.05%
5,180
179
$271K 0.05%
5,500
180
$267K 0.05%
3,881
181
$252K 0.05%
8,404
182
$240K 0.04%
7,037
-200
183
$240K 0.04%
13,115
184
$238K 0.04%
9,159
185
$230K 0.04%
+15,000
186
$219K 0.04%
3,375
-7,335
187
$214K 0.04%
15,785
188
$209K 0.04%
30,000
-30,000
189
$166K 0.03%
14,500
+3,100
190
$158K 0.03%
40,000
191
$92K 0.02%
5,000
192
$76K 0.01%
14,900
-95,039
193
$16K ﹤0.01%
10,640
194
$10K ﹤0.01%
+10,090
195
– –
-8,895
196
– –
-174,217
197
– –
-54,781
198
– –
-43,570
199
– –
-95,810
200
– –
-83
5 6 7
8
9