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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.84M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.24M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.32M

Top Sells

1
+$3.84M
2
+$3.83M
3
+$2.81M
4
T icon
AT&T
T
+$2.14M
5
JFR icon
Nuveen Floating Rate Income Fund
JFR
+$2.11M

Sector Composition

1 Financials 14.4%
2 Real Estate 12.51%
3 Consumer Discretionary 11.67%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.57%
46,644
+1,848
52
$1.01M 0.54%
+12,460
53
$1.01M 0.54%
31,396
+20,338
54
$1M 0.53%
10,267
+218
55
$995K 0.52%
45,430
+4,880
56
$900K 0.47%
43,362
-1,478
57
$744K 0.39%
4,650
-53
58
$742K 0.39%
41,132
+9,160
59
$738K 0.39%
3,945
-189
60
$718K 0.38%
21,830
-871
61
$702K 0.37%
11,735
+5,460
62
$674K 0.36%
+8,370
63
$665K 0.35%
13,835
+215
64
$651K 0.34%
18,926
+3,350
65
$627K 0.33%
+33,335
66
$554K 0.29%
+23,530
67
$537K 0.28%
+10,481
68
$518K 0.27%
+29,835
69
$488K 0.26%
+4,525
70
$485K 0.26%
10,716
-440
71
$476K 0.25%
+13,240
72
$458K 0.24%
13,203
+2,598
73
$449K 0.24%
3,499
+12
74
$445K 0.23%
+22,380
75
$414K 0.22%
3,146
-340
1 2
3
4 5