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
$145M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.36M
3
+$2.67M
4
SNDK
SANDISK CORP
SNDK
+$2.54M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M

Top Sells

1
+$5.35M
2
+$3.98M
3
+$3.65M
4
LUV icon
Southwest Airlines
LUV
+$3.36M
5
UAA icon
Under Armour
UAA
+$3.13M

Sector Composition

1 Communication Services 18.23%
2 Consumer Discretionary 14.07%
3 Industrials 12.9%
4 Technology 11.23%
5 Energy 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855K 0.59%
22,343
+5,317
52
$822K 0.57%
25,965
+7,633
53
$777K 0.54%
42,108
-2,574
54
$770K 0.53%
24,808
-535
55
$752K 0.52%
7,347
+1,141
56
$712K 0.49%
5,113
+656
57
$648K 0.45%
14,645
+7,935
58
$581K 0.4%
29,652
+8,442
59
$535K 0.37%
3,981
+265
60
$483K 0.33%
11,481
-74,396
61
$471K 0.32%
30,500
+16,750
62
$470K 0.32%
5,943
-927
63
$453K 0.31%
4,795
-3,225
64
$451K 0.31%
5,955
+250
65
$447K 0.31%
+9,290
66
$444K 0.31%
+5,396
67
$405K 0.28%
11,040
-600
68
$393K 0.27%
5,095
-205
69
$392K 0.27%
3,831
-50
70
$391K 0.27%
6,760
-300
71
$385K 0.27%
7,295
-3,106
72
$371K 0.26%
9,045
-15,379
73
$355K 0.24%
+15,992
74
$334K 0.23%
23,890
+2,914
75
$333K 0.23%
10,910
-400
1 2
3
4 5