BCM

Beck Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 59.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$5.69M
3
+$3.53M
4
MU icon
Micron Technology
MU
+$2.99M
5
THC icon
Tenet Healthcare
THC
+$2.37M

Top Sells

1
+$5.57M
2
+$4.88M
3
+$4.13M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.94M

Sector Composition

1 Technology 23.14%
2 Industrials 11.29%
3 Energy 9.5%
4 Communication Services 8.6%
5 Real Estate 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.68%
361,026
+7,131
52
$2.9M 0.67%
149,121
-1,967
53
$2.83M 0.65%
46,230
+1,078
54
$2.81M 0.65%
76,524
+55,710
55
$2.72M 0.63%
+13,374
56
$2.66M 0.61%
3,968
+395
57
$2.33M 0.54%
54,192
-3,125
58
$2.22M 0.51%
54,860
-117,966
59
$2.14M 0.49%
10,909
+9,036
60
$2.03M 0.47%
+34,016
61
$1.91M 0.44%
37,525
-2,432
62
$1.86M 0.43%
42,383
-1,670
63
$1.77M 0.41%
5,184
-512
64
$1.59M 0.37%
+29,945
65
$1.58M 0.37%
15,587
+902
66
$1.52M 0.35%
24,241
-10,860
67
$1.51M 0.35%
+21,632
68
$1.49M 0.34%
38,096
-2,727
69
$1.49M 0.34%
13,108
-652
70
$1.42M 0.33%
41,965
-1,235
71
$1.37M 0.32%
12,157
-380
72
$1.36M 0.31%
7,439
-3,868
73
$1.24M 0.29%
61,513
+4,576
74
$1.21M 0.28%
106,191
-878
75
$1.2M 0.28%
1,959
-92
1 2
3
4 5