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
$295M
AUM Growth
-$206K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.49M
3
+$1.62M
4
JNJ icon
Johnson & Johnson
JNJ
+$652K
5
FTNT icon
Fortinet
FTNT
+$616K

Top Sells

1
+$3.97M
2
+$2.43M
3
+$2.04M
4
FANG icon
Diamondback Energy
FANG
+$1.22M
5
CASY icon
Casey's General Stores
CASY
+$832K

Sector Composition

1 Technology 25.84%
2 Financials 15.77%
3 Consumer Discretionary 11.56%
4 Healthcare 10.5%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 5.1%
33,716
-392
2
$12.8M 4.33%
60,755
-264
3
$9.09M 3.08%
22,338
-20
4
$8.96M 3.04%
26,035
-30
5
$7.38M 2.5%
14,486
+61
6
$7.35M 2.49%
53,269
-249
7
$7.08M 2.4%
45,238
-103
8
$6.89M 2.33%
47,127
+4,460
9
$6.32M 2.14%
38,328
+1,520
10
$6.14M 2.08%
13,153
-6
11
$6.03M 2.04%
29,811
-103
12
$5.93M 2.01%
30,466
+686
13
$5.84M 1.98%
32,062
+1,110
14
$5.82M 1.97%
39,075
-84
15
$5.78M 1.96%
15,152
-2,180
16
$5.64M 1.91%
10,006
+817
17
$5.27M 1.78%
11,370
-35
18
$5.17M 1.75%
36,630
+62
19
$5.02M 1.7%
74,518
-11,508
20
$4.97M 1.68%
64,113
+5,353
21
$4.85M 1.64%
34,813
-73
22
$4.73M 1.6%
18,345
+41
23
$4.71M 1.6%
1,589
-138
24
$4.66M 1.58%
118,945
-370
25
$4.48M 1.52%
33,903
+7
1
2 3 4 5