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
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.06M
3
+$1.97M
4
URI icon
United Rentals
URI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.72M

Top Sells

1
+$3.66M
2
+$2.27M
3
+$2.1M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.63%
9,629
-119
52
$1.11M 0.59%
51,100
+7,780
53
$1.11M 0.59%
+9,985
54
$1.06M 0.57%
+23,077
55
$1.04M 0.56%
12,291
+362
56
$982K 0.53%
35,891
+2,025
57
$982K 0.53%
14,620
+3,265
58
$954K 0.51%
31,981
-450
59
$909K 0.49%
30,563
-825
60
$876K 0.47%
11,274
+1,936
61
$839K 0.45%
12,383
+2,626
62
$818K 0.44%
6,985
+100
63
$758K 0.41%
9,403
+533
64
$752K 0.4%
4,415
+965
65
$713K 0.38%
21,550
-330
66
$658K 0.35%
20,820
-342
67
$653K 0.35%
16,274
+3,316
68
$638K 0.34%
27,963
-1,872
69
$634K 0.34%
7,764
-6,278
70
$616K 0.33%
21,316
-2,855
71
$612K 0.33%
16,716
-6
72
$610K 0.33%
13,588
-70
73
$576K 0.31%
25,229
+7,057
74
$571K 0.31%
18,228
-3,741
75
$570K 0.31%
+6,412
1 2
3
4 5