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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.84M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.24M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.32M

Top Sells

1
+$3.84M
2
+$3.83M
3
+$2.81M
4
T icon
AT&T
T
+$2.14M
5
JFR icon
Nuveen Floating Rate Income Fund
JFR
+$2.11M

Sector Composition

1 Financials 14.4%
2 Real Estate 12.51%
3 Consumer Discretionary 11.67%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.59%
67,860
+7,743
27
$2.94M 1.55%
17,658
+13,452
28
$2.9M 1.53%
78,799
-857
29
$2.88M 1.52%
+118,605
30
$2.84M 1.5%
+66,310
31
$2.74M 1.44%
196,614
+160,899
32
$2.66M 1.4%
118,998
+51,828
33
$2.63M 1.39%
43,405
+14,638
34
$2.6M 1.37%
13,223
+487
35
$2.25M 1.19%
56,954
-13,502
36
$2.01M 1.06%
31,682
-1,679
37
$2M 1.05%
42,515
-11,422
38
$1.97M 1.04%
20,882
-498
39
$1.88M 0.99%
153,332
+62,509
40
$1.82M 0.96%
58,802
+4,246
41
$1.81M 0.96%
76,891
-7,104
42
$1.61M 0.85%
7,818
+683
43
$1.52M 0.8%
25,336
-2,192
44
$1.41M 0.75%
51,219
-5,006
45
$1.38M 0.72%
31,625
-2,603
46
$1.37M 0.72%
56,769
-15,311
47
$1.28M 0.67%
19,519
+8,052
48
$1.2M 0.63%
13,576
+177
49
$1.19M 0.63%
14,532
+5
50
$1.09M 0.57%
+20,885
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