BCM

Beck Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 59.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$5.69M
3
+$3.53M
4
MU icon
Micron Technology
MU
+$2.99M
5
THC icon
Tenet Healthcare
THC
+$2.37M

Top Sells

1
+$5.57M
2
+$4.88M
3
+$4.13M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.94M

Sector Composition

1 Technology 23.14%
2 Industrials 11.29%
3 Energy 9.5%
4 Communication Services 8.6%
5 Real Estate 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.36%
19,668
+1,180
27
$5.75M 1.33%
11,728
-2,763
28
$5.67M 1.31%
578,938
+936
29
$5.47M 1.26%
47,674
-79
30
$5.38M 1.24%
22,900
+312
31
$5.04M 1.16%
+151,835
32
$5.04M 1.16%
66,263
-393
33
$5.01M 1.16%
29,922
-1,253
34
$4.88M 1.12%
17,466
+362
35
$4.88M 1.12%
6,312
+21
36
$4.67M 1.08%
52,022
-2,505
37
$4.6M 1.06%
24,960
+4,737
38
$4.59M 1.06%
6,018
-26
39
$4.38M 1.01%
167,844
-61,070
40
$4.36M 1%
13,815
+64
41
$4.04M 0.93%
119,049
-4,004
42
$3.98M 0.92%
9,359
+548
43
$3.91M 0.9%
+23,369
44
$3.91M 0.9%
18,098
+3,677
45
$3.55M 0.82%
3,662
+41
46
$3.41M 0.79%
110,597
-1,637
47
$3.33M 0.77%
60,847
-1,187
48
$3.27M 0.75%
44,826
-1,293
49
$3.05M 0.7%
72,313
-1,120
50
$3.01M 0.69%
62,809
+17,816
1
2
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