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
$145M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.36M
3
+$2.67M
4
SNDK
SANDISK CORP
SNDK
+$2.54M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M

Top Sells

1
+$5.35M
2
+$3.98M
3
+$3.65M
4
LUV icon
Southwest Airlines
LUV
+$3.36M
5
UAA icon
Under Armour
UAA
+$3.13M

Sector Composition

1 Communication Services 18.23%
2 Consumer Discretionary 14.07%
3 Industrials 12.9%
4 Technology 11.23%
5 Energy 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.72%
+83,310
27
$2.45M 1.69%
+388
28
$2.42M 1.67%
40,785
+29,036
29
$1.95M 1.35%
+73,491
30
$1.95M 1.34%
21,220
+16,975
31
$1.92M 1.33%
32,174
-2,009
32
$1.85M 1.27%
37,963
+3,709
33
$1.69M 1.17%
42,007
-608
34
$1.68M 1.16%
19,215
-1,535
35
$1.67M 1.15%
229,066
+16,167
36
$1.62M 1.12%
57,092
+390
37
$1.56M 1.08%
+24,805
38
$1.46M 1.01%
17,432
+945
39
$1.25M 0.87%
+50,945
40
$1.22M 0.84%
9,440
+40
41
$1.19M 0.82%
+52,940
42
$1.19M 0.82%
+95,260
43
$1.14M 0.79%
27,298
-34,270
44
$1.11M 0.77%
12,820
+2,537
45
$1.09M 0.75%
41,620
+35,320
46
$1.01M 0.7%
+9,990
47
$954K 0.66%
23,242
+8,839
48
$931K 0.64%
4,878
-4,098
49
$881K 0.61%
22,490
+760
50
$858K 0.59%
12,569
-12,433
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