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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.33%
11,875
-2,475
77
$566K 0.33%
10,880
+6,300
78
$564K 0.33%
15,218
-1,528
79
$557K 0.32%
+15,910
80
$549K 0.32%
27,033
-1,565
81
$531K 0.31%
31,242
+654
82
$527K 0.31%
2,310
+300
83
$497K 0.29%
14,230
-203
84
$492K 0.29%
33,999
+7,745
85
$485K 0.28%
7,757
-2,480
86
$476K 0.28%
7,268
-768
87
$475K 0.28%
3,920
-1,242
88
$473K 0.28%
+6,300
89
$470K 0.27%
16,210
-8,850
90
$457K 0.27%
8,256
-709
91
$450K 0.26%
10,062
-1,323
92
$448K 0.26%
13,518
-415
93
$447K 0.26%
5,412
-1,137
94
$429K 0.25%
12,740
-225
95
$421K 0.25%
4,031
-950
96
$419K 0.24%
6,377
-2,950
97
$413K 0.24%
2,750
-70
98
$413K 0.24%
8,760
+660
99
$410K 0.24%
4,341
-589
100
$389K 0.23%
16,796
-6,993
2 3
4
5 6