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
$195M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.01M
3
+$2.61M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.46M
5
WMT icon
Walmart
WMT
+$1.38M

Top Sells

1
+$5.35M
2
+$4.56M
3
+$2.84M
4
GMLP
Golar LNG Partners LP
GMLP
+$2.66M
5
IBM icon
IBM
IBM
+$2.35M

Sector Composition

1 Consumer Discretionary 13.86%
2 Real Estate 13.48%
3 Technology 11.88%
4 Financials 11.87%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.6%
62,817
-14,074
52
$1.11M 0.57%
45,630
+200
53
$1.07M 0.55%
+97,165
54
$1.07M 0.55%
16,740
+5,005
55
$1.03M 0.53%
+22,421
56
$986K 0.51%
43,362
57
$952K 0.49%
17,718
+3,883
58
$922K 0.47%
34,105
+25,815
59
$834K 0.43%
4,165
+220
60
$821K 0.42%
4,620
-30
61
$780K 0.4%
16,885
-4,000
62
$740K 0.38%
11,300
-8,219
63
$691K 0.35%
+9,502
64
$672K 0.35%
+6,679
65
$664K 0.34%
7,670
-700
66
$651K 0.33%
+1,476
67
$630K 0.32%
24,860
+8,995
68
$616K 0.32%
34,720
-6,412
69
$600K 0.31%
24,800
+1,270
70
$561K 0.29%
17,995
-931
71
$536K 0.28%
+17,635
72
$498K 0.26%
10,277
-439
73
$483K 0.25%
15,967
+3,900
74
$450K 0.23%
3,510
+11
75
$401K 0.21%
+2,249
1 2
3
4 5