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
$227M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.6M
3
+$3.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.19M
5
BCC icon
Boise Cascade
BCC
+$3.14M

Top Sells

1
+$4.39M
2
+$4M
3
+$3.8M
4
C icon
Citigroup
C
+$3.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.55M

Sector Composition

1 Real Estate 11.4%
2 Consumer Discretionary 11.31%
3 Financials 10.97%
4 Technology 9.9%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 1.56%
+14,221
27
$3.21M 1.41%
97,356
+12,690
28
$3.19M 1.4%
+60,980
29
$3.14M 1.38%
+78,735
30
$3.03M 1.33%
83,250
-4,427
31
$2.94M 1.29%
52,991
-485
32
$2.91M 1.28%
74,540
-90,416
33
$2.87M 1.26%
+39,555
34
$2.84M 1.25%
168,840
+2,814
35
$2.83M 1.25%
63,030
-63
36
$2.75M 1.21%
71,196
+61,171
37
$2.68M 1.18%
19,718
-504
38
$2.48M 1.09%
122,758
+9,056
39
$2.36M 1.04%
128,129
+16,126
40
$2.33M 1.03%
72,556
+2,101
41
$2.29M 1.01%
+49,512
42
$2.1M 0.93%
110,988
-11,790
43
$2.03M 0.89%
8,202
+110
44
$1.82M 0.8%
19,765
+13,835
45
$1.82M 0.8%
57,337
-5,808
46
$1.75M 0.77%
32,545
+5,250
47
$1.75M 0.77%
47,364
+2,709
48
$1.58M 0.69%
14,356
+139
49
$1.44M 0.63%
64,696
+972
50
$1.43M 0.63%
29,847
-160
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