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
$209M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.16M
3
+$5.1M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.41M

Top Sells

1
+$11.6M
2
+$6.11M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
BA icon
Boeing
BA
+$2.77M

Sector Composition

1 Real Estate 18.9%
2 Technology 11.23%
3 Consumer Discretionary 6.78%
4 Energy 4.42%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.61%
13,585
+365
52
$1.26M 0.6%
73,685
+16,580
53
$1.26M 0.6%
92,529
+6,804
54
$1.25M 0.6%
+88,548
55
$1.2M 0.57%
14,814
+926
56
$1.13M 0.54%
+17,952
57
$1.07M 0.51%
+988
58
$1.02M 0.49%
+41,388
59
$994K 0.48%
+13,877
60
$976K 0.47%
20,552
+11,032
61
$901K 0.43%
8,057
+5,732
62
$830K 0.4%
2,940
+255
63
$815K 0.39%
10,277
+4,361
64
$796K 0.38%
+20,634
65
$729K 0.35%
29,438
+1,622
66
$728K 0.35%
15,056
+160
67
$653K 0.31%
+45,950
68
$617K 0.29%
+13,865
69
$613K 0.29%
18,100
-190
70
$581K 0.28%
+11,105
71
$540K 0.26%
+5,600
72
$538K 0.26%
2,285
+85
73
$457K 0.22%
+24,190
74
$444K 0.21%
+4,030
75
$419K 0.2%
+11,225
1 2
3
4 5