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
$241M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.07M
3
+$3.81M
4
CCL icon
Carnival Corp
CCL
+$3.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M

Top Sells

1
+$6.47M
2
+$3.9M
3
+$3.4M
4
VEEV icon
Veeva Systems
VEEV
+$2.74M
5
EBS icon
Emergent Biosolutions
EBS
+$2.28M

Sector Composition

1 Technology 24.58%
2 Real Estate 15.71%
3 Consumer Discretionary 9.82%
4 Industrials 5.79%
5 Materials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.73%
+9,717
52
$1.74M 0.72%
+86,815
53
$1.67M 0.69%
+114,344
54
$1.64M 0.68%
+13,805
55
$1.55M 0.64%
6,576
+4,920
56
$1.53M 0.63%
+6,856
57
$1.33M 0.55%
+32,602
58
$1.33M 0.55%
+12,403
59
$1.29M 0.53%
39,280
-1,300
60
$1.23M 0.51%
9,815
+1,471
61
$1.19M 0.5%
+40,424
62
$1.15M 0.48%
20,509
-815
63
$1.12M 0.47%
14,561
+309
64
$1.08M 0.45%
+22,237
65
$1.05M 0.43%
36,367
-755
66
$998K 0.41%
1,845
-60
67
$836K 0.35%
+9,800
68
$830K 0.34%
27,601
-723
69
$827K 0.34%
+14,368
70
$792K 0.33%
30,230
-1,605
71
$784K 0.33%
+468
72
$756K 0.31%
+3,533
73
$717K 0.3%
12,102
+132
74
$715K 0.3%
2,054
-53
75
$709K 0.29%
17,419
-230
1 2
3
4 5