BCM

BCK Capital Management Portfolio holdings

AUM $94M
1-Year Est. Return 56.78%
This Quarter Est. Return
1 Year Est. Return
+56.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$7.05M
4
K icon
Kellanova
K
+$6.75M
5
CTLT
CATALENT, INC.
CTLT
+$4.33M

Top Sells

1
+$17.5M
2
+$3.76M
3
+$3.51M
4
TXNM
TXNM Energy Inc
TXNM
+$3.25M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.94M

Sector Composition

1 Communication Services 38.21%
2 Industrials 12.75%
3 Technology 11.55%
4 Consumer Staples 10.69%
5 Materials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,000
1 2 3 4
5