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
$178M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.83M
3
+$4.28M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.26M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$4.25M

Top Sells

1
+$3.73M
2
+$3.25M
3
+$3.24M
4
BABA icon
Alibaba
BABA
+$3.23M
5
NEE icon
NextEra Energy
NEE
+$3.21M

Sector Composition

1 Consumer Discretionary 13.67%
2 Real Estate 13.31%
3 Technology 10.41%
4 Financials 9.87%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.55%
79,656
+68,404
27
$2.77M 1.55%
+32,060
28
$2.65M 1.49%
70,456
-2,142
29
$2.59M 1.45%
+53,937
30
$2.52M 1.41%
+113,989
31
$2.47M 1.39%
+160,653
32
$2.4M 1.35%
60,117
-8,217
33
$2.26M 1.27%
270,553
-272,466
34
$2.14M 1.2%
66,669
-87,675
35
$2.11M 1.18%
+180,762
36
$2.1M 1.18%
33,361
-7,357
37
$2.06M 1.16%
+32,426
38
$1.98M 1.11%
83,995
-5,428
39
$1.98M 1.11%
18,706
-951
40
$1.92M 1.08%
10,661
-4,019
41
$1.82M 1.02%
+57,200
42
$1.81M 1.02%
18,136
+5,946
43
$1.77M 0.99%
21,380
-3,024
44
$1.69M 0.95%
+72,080
45
$1.64M 0.92%
54,556
-3,460
46
$1.61M 0.91%
67,170
+26,385
47
$1.54M 0.87%
27,528
-3,520
48
$1.52M 0.85%
56,225
-15
49
$1.47M 0.82%
28,767
+16,352
50
$1.42M 0.8%
34,228
-2,783
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