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

Top Buys

1
+$3.99M
2
+$2.24M
3
+$1.38M
4
WFC icon
Wells Fargo
WFC
+$1.26M
5
DINO icon
HF Sinclair
DINO
+$1.25M

Top Sells

1
+$4.54M
2
+$3.56M
3
+$3.31M
4
MSFT icon
Microsoft
MSFT
+$2.62M
5
JBL icon
Jabil
JBL
+$1.74M

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
176
– –
-40,000
177
– –
-12,525
178
– –
-13,115
179
– –
-16,570
180
– –
-10,090
181
– –
-25,000
182
– –
-68,892
183
– –
-48,900
4 5 6 7
8