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
$157M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.81M
5
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
+$2.75M

Top Sells

1
+$5.81M
2
+$4.16M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.9M

Sector Composition

1 Communication Services 16.48%
2 Industrials 12.98%
3 Consumer Discretionary 12.02%
4 Real Estate 11.99%
5 Energy 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.56%
+136,160
27
$2.45M 1.56%
+35,861
28
$2.42M 1.54%
+35,380
29
$2.39M 1.52%
18,125
+15,920
30
$2.25M 1.44%
50,908
+27,666
31
$2.1M 1.34%
44,020
-9,304
32
$2.05M 1.31%
+150,312
33
$2M 1.28%
+82,470
34
$1.95M 1.24%
19,198
+6,378
35
$1.94M 1.24%
366
-22
36
$1.88M 1.2%
93,950
+64,298
37
$1.88M 1.19%
+113,180
38
$1.8M 1.15%
41,730
-14,555
39
$1.73M 1.1%
40,510
-1,497
40
$1.69M 1.08%
+25,447
41
$1.68M 1.07%
96,759
+1,499
42
$1.67M 1.06%
56,934
+5,989
43
$1.57M 1%
59,370
+17,750
44
$1.56M 0.99%
13,716
+6,369
45
$1.49M 0.95%
35,379
-47,931
46
$1.35M 0.86%
53,653
-3,439
47
$1.31M 0.84%
+20,462
48
$1.31M 0.84%
9,291
-149
49
$1.16M 0.74%
5,526
-27,587
50
$1.12M 0.71%
+61,625
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