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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.01M
3
+$2.35M
4
LEN icon
Lennar Class A
LEN
+$2.13M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$1.73M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.68M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.28%
28,131
+7,086
27
$2.14M 1.26%
66,684
+14,047
28
$2.13M 1.25%
16,123
+1,532
29
$2.06M 1.21%
18,300
-1,719
30
$2.05M 1.21%
34,183
+26,546
31
$2.03M 1.2%
326,105
-32,900
32
$1.98M 1.16%
+39,446
33
$1.94M 1.14%
17,190
-14,855
34
$1.94M 1.14%
14,212
-638
35
$1.91M 1.12%
80,136
-28,477
36
$1.86M 1.1%
25,002
+673
37
$1.74M 1.02%
34,254
-29,131
38
$1.7M 1%
+8,976
39
$1.69M 0.99%
20,750
+3,320
40
$1.67M 0.98%
56,702
-1,704
41
$1.65M 0.97%
63,763
-13,463
42
$1.64M 0.97%
42,615
-8
43
$1.54M 0.91%
25,473
-1,620
44
$1.49M 0.87%
212,899
+36,334
45
$1.32M 0.78%
25,728
-748
46
$1.28M 0.76%
16,487
-695
47
$1.25M 0.74%
36,537
-30
48
$1.2M 0.71%
+22,260
49
$1.2M 0.7%
52,633
-3,542
50
$1.11M 0.65%
9,400
-159
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