BCM

Buckhead Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.99M
3
+$1.81M
4
DNOW icon
DNOW Inc
DNOW
+$1.73M
5
CFNL
Cardinal Financial Corp
CFNL
+$1.56M

Top Sells

1
+$4.88M
2
+$4.8M
3
+$4.01M
4
DF
Dean Foods Company
DF
+$3.88M
5
OXY icon
Occidental Petroleum
OXY
+$3.64M

Sector Composition

1 Financials 19.98%
2 Technology 13.14%
3 Industrials 12.84%
4 Energy 11.64%
5 Healthcare 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,900
202
– –
-11,308
203
– –
-4,950
204
– –
-4,070
205
– –
-1,413
206
– –
-39,914
207
– –
-5,895
208
– –
-160,926
209
– –
-13,660
210
– –
-250,734
211
– –
-59,286
212
– –
-43,190
213
– –
-1,784
5 6 7 8
9