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
$241M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.07M
3
+$3.81M
4
CCL icon
Carnival Corp
CCL
+$3.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M

Top Sells

1
+$6.47M
2
+$3.9M
3
+$3.4M
4
VEEV icon
Veeva Systems
VEEV
+$2.74M
5
EBS icon
Emergent Biosolutions
EBS
+$2.28M

Sector Composition

1 Technology 24.58%
2 Real Estate 15.71%
3 Consumer Discretionary 9.82%
4 Industrials 5.79%
5 Materials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.38%
21,788
-997
27
$3.28M 1.36%
16,077
+106
28
$3.18M 1.32%
93,366
-2,425
29
$3.16M 1.31%
106,015
-3,260
30
$3.05M 1.27%
+29,669
31
$3.05M 1.27%
65,577
-767
32
$3.04M 1.26%
+116,673
33
$3.03M 1.26%
13,842
+2,562
34
$3.03M 1.26%
+107,180
35
$3.02M 1.26%
+40,196
36
$2.97M 1.23%
40,636
+3,843
37
$2.95M 1.22%
115,731
+4,232
38
$2.83M 1.18%
129,982
-5,483
39
$2.81M 1.17%
94,873
-2,982
40
$2.6M 1.08%
9,919
-448
41
$2.59M 1.08%
+42,369
42
$2.37M 0.98%
+7,542
43
$2.32M 0.96%
+19,690
44
$2.2M 0.91%
41,072
+8,877
45
$2.19M 0.91%
31,852
-3,209
46
$2.19M 0.91%
14,425
-1,180
47
$2.03M 0.84%
65,093
-1,436
48
$1.96M 0.81%
3,921
-1,124
49
$1.85M 0.77%
+40,598
50
$1.85M 0.77%
3,793
-2,034
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2
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