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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.01M
3
+$2.35M
4
LEN icon
Lennar Class A
LEN
+$2.13M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$1.73M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.68M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.63%
45,893
+21,623
52
$1.03M 0.61%
24,424
-40,973
53
$889K 0.52%
10,283
+6,742
54
$871K 0.51%
46,040
+16,760
55
$824K 0.49%
44,682
+12,996
56
$780K 0.46%
8,020
+3,850
57
$777K 0.46%
25,343
+6,725
58
$776K 0.46%
11,749
-504
59
$770K 0.45%
21,730
-880
60
$738K 0.43%
9,165
+1,610
61
$712K 0.42%
+17,026
62
$670K 0.39%
+12,314
63
$601K 0.35%
6,206
+670
64
$597K 0.35%
+8,680
65
$567K 0.33%
10,401
+2,230
66
$561K 0.33%
4,457
+308
67
$558K 0.33%
+6,870
68
$555K 0.33%
18,332
-169
69
$549K 0.32%
21,029
-2,793
70
$540K 0.32%
+14,403
71
$473K 0.28%
3,716
+180
72
$450K 0.26%
+4,523
73
$434K 0.26%
5,705
-75
74
$429K 0.25%
+4,245
75
$420K 0.25%
+17,075
1 2
3
4 5