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
$227M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.6M
3
+$3.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.19M
5
BCC icon
Boise Cascade
BCC
+$3.14M

Top Sells

1
+$4.39M
2
+$4M
3
+$3.8M
4
C icon
Citigroup
C
+$3.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.55M

Sector Composition

1 Real Estate 11.4%
2 Consumer Discretionary 11.31%
3 Financials 10.97%
4 Technology 9.9%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.59%
47,592
-462
52
$1.32M 0.58%
12,580
-100
53
$1.22M 0.54%
14,537
+105
54
$1.07M 0.47%
+24,880
55
$1.03M 0.45%
38,781
-9,998
56
$999K 0.44%
77,477
+18,677
57
$988K 0.44%
29,705
+8,055
58
$942K 0.41%
4,631
+40
59
$900K 0.4%
+10,755
60
$898K 0.4%
+28,956
61
$873K 0.38%
11,359
-123
62
$867K 0.38%
4,406
-59
63
$857K 0.38%
15,621
-721
64
$792K 0.35%
37,857
-3,560
65
$761K 0.34%
7,574
-2,701
66
$756K 0.33%
15,110
-370
67
$690K 0.3%
25,740
+6,010
68
$663K 0.29%
7,810
-10
69
$645K 0.28%
15,812
+7,116
70
$636K 0.28%
20,095
+235
71
$567K 0.25%
+7,980
72
$543K 0.24%
+3,545
73
$520K 0.23%
+16,280
74
$514K 0.23%
3,578
+112
75
$501K 0.22%
15,674
+302
1 2
3
4 5