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
$178M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.83M
3
+$4.28M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.26M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$4.25M

Top Sells

1
+$3.73M
2
+$3.25M
3
+$3.24M
4
BABA icon
Alibaba
BABA
+$3.23M
5
NEE icon
NextEra Energy
NEE
+$3.21M

Sector Composition

1 Consumer Discretionary 13.67%
2 Real Estate 13.31%
3 Technology 10.41%
4 Financials 9.87%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.79%
+7,135
52
$1.31M 0.74%
14,527
-13,569
53
$1.27M 0.71%
7,912
-809
54
$1.12M 0.63%
+90,823
55
$1.07M 0.6%
13,399
+180
56
$1.02M 0.57%
+10,049
57
$967K 0.54%
44,840
-7,714
58
$924K 0.52%
44,796
+1,080
59
$856K 0.48%
16,116
+9,806
60
$760K 0.43%
+11,467
61
$717K 0.4%
40,550
-5,750
62
$714K 0.4%
+4,134
63
$708K 0.4%
22,701
-3,544
64
$702K 0.39%
4,703
-478
65
$684K 0.38%
13,620
-999
66
$667K 0.37%
4,206
+2,098
67
$578K 0.32%
+31,972
68
$469K 0.26%
11,156
-767
69
$448K 0.25%
6,835
-100
70
$437K 0.25%
+15,576
71
$430K 0.24%
35,715
+1,290
72
$407K 0.23%
+34,011
73
$403K 0.23%
+3,487
74
$398K 0.22%
3,486
-120
75
$374K 0.21%
3,576
1 2
3
4 5