BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.83M
3
+$3.07M
4
TSM icon
TSMC
TSM
+$2.82M
5
BA icon
Boeing
BA
+$2.72M

Top Sells

1
+$2.77M
2
+$2.71M
3
+$2.66M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.63M
5
MLPA icon
Global X MLP ETF
MLPA
+$2.47M

Sector Composition

1 Technology 24.93%
2 Energy 12.68%
3 Industrials 10.59%
4 Communication Services 9.08%
5 Real Estate 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.67%
73,433
+22,168
52
$2.67M 0.67%
353,895
+6,106
53
$2.56M 0.64%
8,811
-327
54
$2.55M 0.64%
45,152
+1,107
55
$2.34M 0.59%
57,317
-176
56
$2.22M 0.55%
3,573
+139
57
$2.21M 0.55%
44,993
+24,229
58
$2.2M 0.55%
+35,101
59
$2.03M 0.51%
39,957
+2,005
60
$2.02M 0.5%
5,696
+4,900
61
$1.86M 0.46%
44,053
-971
62
$1.77M 0.44%
40,823
-33,202
63
$1.7M 0.42%
+68,109
64
$1.68M 0.42%
24,153
-1,755
65
$1.65M 0.41%
+4,264
66
$1.55M 0.39%
13,760
-922
67
$1.54M 0.38%
11,307
+2,411
68
$1.53M 0.38%
32,119
+3,453
69
$1.44M 0.36%
14,685
-3,931
70
$1.43M 0.36%
107,069
-85,896
71
$1.43M 0.36%
25,400
-47,164
72
$1.35M 0.34%
12,537
-129
73
$1.32M 0.33%
43,200
-71,743
74
$1.17M 0.29%
2,051
+54
75
$1.16M 0.29%
24,080
+58
1 2
3
4 5