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
$270M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.63M
3
+$947K
4
TSCO icon
Tractor Supply
TSCO
+$912K
5
THG icon
Hanover Insurance
THG
+$613K

Top Sells

1
+$1.72M
2
+$1.59M
3
+$800K
4
MSFT icon
Microsoft
MSFT
+$548K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$498K

Sector Composition

1 Technology 23.64%
2 Financials 15.8%
3 Healthcare 13.39%
4 Consumer Discretionary 11.32%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 4.72%
33,924
-1,456
2
$11.7M 4.35%
61,016
+72
3
$9.01M 3.34%
25,999
+25
4
$7.78M 2.88%
21,815
+1,137
5
$7.24M 2.68%
46,182
+2,183
6
$6.94M 2.57%
13,189
+537
7
$6.24M 2.31%
41,808
+1,701
8
$5.83M 2.16%
12,872
+555
9
$5.75M 2.13%
52,714
-595
10
$5.72M 2.12%
33,701
+1,288
11
$5.67M 2.1%
41,413
+1,683
12
$5.14M 1.9%
38,698
+1,868
13
$5.08M 1.88%
29,846
+1,477
14
$4.94M 1.83%
99,586
+5,302
15
$4.91M 1.82%
9,015
+273
16
$4.76M 1.76%
20,143
+901
17
$4.76M 1.76%
108,561
-18,247
18
$4.72M 1.75%
17,172
-519
19
$4.68M 1.73%
10,928
-137
20
$4.42M 1.64%
32,509
+3,411
21
$4.32M 1.6%
132,415
+16,978
22
$4.27M 1.58%
1,652
+203
23
$4.14M 1.53%
43,720
+2,008
24
$4.06M 1.5%
19,292
-927
25
$4.03M 1.49%
57,490
+2,745
1
2 3 4 5