BCM

Beck Capital Management Portfolio holdings

AUM $401M
1-Year Est. Return 38.95%
This Quarter Est. Return
1 Year Est. Return
+38.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.12%
9,312
-11,482
27
$1.92M 1.12%
+156,920
28
$1.87M 1.09%
120,939
+96,827
29
$1.83M 1.07%
23,975
+1,945
30
$1.81M 1.06%
70,314
-3,243
31
$1.77M 1.03%
46,770
+10,383
32
$1.77M 1.03%
63,584
-2,400
33
$1.7M 0.99%
53,889
+14,830
34
$1.63M 0.95%
33,962
+2,290
35
$1.6M 0.93%
26,580
-245
36
$1.44M 0.84%
+13,850
37
$1.42M 0.83%
28,596
-550
38
$1.41M 0.82%
+53,280
39
$1.4M 0.82%
+49,044
40
$1.33M 0.78%
+44,925
41
$1.31M 0.77%
+19,647
42
$1.28M 0.75%
41,802
+345
43
$1.28M 0.74%
35,370
-12,630
44
$1.24M 0.72%
36,442
-3,735
45
$1.17M 0.68%
34,664
+1,974
46
$1.09M 0.64%
10,415
+175
47
$1.05M 0.62%
10,433
-369
48
$1.02M 0.59%
+12,176
49
$1.01M 0.59%
100,800
-9,100
50
$1.01M 0.59%
33,171
-3,392
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