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
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.06M
3
+$1.97M
4
URI icon
United Rentals
URI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.72M

Top Sells

1
+$3.66M
2
+$2.27M
3
+$2.1M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.3%
98,904
-5,096
27
$2.38M 1.28%
264,130
-11,850
28
$2.26M 1.21%
18,261
-1,482
29
$2.21M 1.18%
32,828
+25,560
30
$1.99M 1.07%
25,055
+1,065
31
$1.97M 1.06%
+93,985
32
$1.96M 1.05%
58,950
-944
33
$1.86M 0.99%
34,412
+808
34
$1.84M 0.99%
26,803
+598
35
$1.79M 0.96%
+20,460
36
$1.76M 0.94%
54,750
+7,480
37
$1.7M 0.91%
46,423
-647
38
$1.68M 0.9%
67,484
-6,982
39
$1.68M 0.9%
103,832
+13,104
40
$1.64M 0.88%
61,943
-1,382
41
$1.6M 0.86%
+23,225
42
$1.58M 0.84%
34,305
+28,415
43
$1.49M 0.8%
17,905
+527
44
$1.48M 0.79%
44,774
-9,975
45
$1.47M 0.79%
110,350
+8,750
46
$1.45M 0.78%
26,706
-550
47
$1.28M 0.68%
34,897
-1,012
48
$1.27M 0.68%
68,422
-20,336
49
$1.24M 0.67%
39,705
-387
50
$1.19M 0.64%
20,746
+7,846
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