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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$994K 0.58%
21,394
+8,506
52
$903K 0.53%
11,848
+341
53
$852K 0.5%
54,920
-1,016,020
54
$834K 0.49%
32,995
-10,730
55
$828K 0.48%
47,112
-5,260
56
$814K 0.47%
25,129
-5,755
57
$801K 0.47%
+49,960
58
$792K 0.46%
21,681
+741
59
$788K 0.46%
23,375
+235
60
$782K 0.46%
27,864
-2,041
61
$778K 0.45%
8,250
+85
62
$770K 0.45%
16,755
-1,335
63
$752K 0.44%
11,476
+4,868
64
$744K 0.43%
+25,265
65
$736K 0.43%
30,708
-632
66
$729K 0.43%
21,250
-1,760
67
$702K 0.41%
18,498
+11,975
68
$689K 0.4%
7,575
+125
69
$656K 0.38%
4,776
-119
70
$643K 0.37%
15,833
-2,166
71
$638K 0.37%
+3,673
72
$619K 0.36%
13,700
-2,000
73
$610K 0.36%
6,174
-175
74
$610K 0.36%
5,281
-540
75
$579K 0.34%
7,130
-20
1 2
3
4 5