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
$209M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.16M
3
+$5.1M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.41M

Top Sells

1
+$11.6M
2
+$6.11M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
BA icon
Boeing
BA
+$2.77M

Sector Composition

1 Real Estate 18.9%
2 Technology 11.23%
3 Consumer Discretionary 6.78%
4 Energy 4.42%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.53%
+173,225
27
$3.18M 1.52%
+79,549
28
$3.14M 1.5%
55,838
+3,439
29
$3.12M 1.49%
171,231
+28,696
30
$3.09M 1.48%
89,530
+4,789
31
$3.09M 1.48%
+74,316
32
$3.09M 1.48%
+71,815
33
$3.03M 1.45%
+19,458
34
$3.02M 1.45%
16,572
+12,472
35
$2.88M 1.37%
88,428
-2,244
36
$2.82M 1.35%
+6,455
37
$2.8M 1.34%
125,174
-88,946
38
$2.77M 1.32%
+30,564
39
$2.65M 1.27%
+28,977
40
$2.5M 1.19%
57,616
+10,151
41
$2.47M 1.18%
162,664
+45,064
42
$2.4M 1.15%
141,964
+22,326
43
$2.26M 1.08%
+47,350
44
$2.14M 1.02%
+74,345
45
$2.08M 0.99%
16,622
-760
46
$2.01M 0.96%
+89,400
47
$1.95M 0.93%
44,474
+12,582
48
$1.52M 0.73%
+36,390
49
$1.51M 0.72%
28,633
+2,131
50
$1.38M 0.66%
17,267
+1,006
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