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
$157M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.81M
5
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
+$2.75M

Top Sells

1
+$5.81M
2
+$4.16M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.9M

Sector Composition

1 Communication Services 16.48%
2 Industrials 12.98%
3 Consumer Discretionary 12.02%
4 Real Estate 11.99%
5 Energy 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$960K 0.61%
+34,685
52
$902K 0.57%
12,512
-57
53
$870K 0.55%
+6,700
54
$863K 0.55%
26,173
+208
55
$811K 0.52%
44,226
+2,118
56
$782K 0.5%
+15,427
57
$779K 0.5%
34,095
+18,103
58
$749K 0.48%
5,114
+1
59
$744K 0.47%
24,410
-398
60
$694K 0.44%
14,705
+5,415
61
$651K 0.41%
+27,957
62
$612K 0.39%
+6,510
63
$570K 0.36%
14,215
+8,983
64
$556K 0.35%
35,750
+5,250
65
$544K 0.35%
+29,675
66
$531K 0.34%
+14,890
67
$526K 0.34%
12,775
-1,870
68
$516K 0.33%
3,756
-225
69
$516K 0.33%
+12,581
70
$488K 0.31%
11,035
+3,740
71
$455K 0.29%
+19,000
72
$452K 0.29%
+11,815
73
$442K 0.28%
5,585
-370
74
$431K 0.27%
5,529
+1,969
75
$421K 0.27%
+17,665
1 2
3
4 5