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
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.06M
3
+$1.97M
4
URI icon
United Rentals
URI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.72M

Top Sells

1
+$3.66M
2
+$2.27M
3
+$2.1M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.29%
17,945
-2,507
77
$535K 0.29%
4,149
78
$529K 0.28%
30,660
-198
79
$525K 0.28%
+6,495
80
$498K 0.27%
3,909
-155
81
$491K 0.26%
66,575
+26,700
82
$489K 0.26%
13,494
-1,106
83
$483K 0.26%
5,175
84
$481K 0.26%
2,415
+890
85
$475K 0.25%
15,782
-432
86
$467K 0.25%
+7,350
87
$462K 0.25%
8,096
-132
88
$461K 0.25%
3,712
+570
89
$459K 0.25%
10,400
-1,244
90
$449K 0.24%
5,715
-335
91
$432K 0.23%
4,076
-40
92
$421K 0.23%
4,945
+355
93
$419K 0.22%
5,345
94
$418K 0.22%
6,196
-1,354
95
$417K 0.22%
5,592
-261
96
$403K 0.22%
6,015
-735
97
$399K 0.21%
7,102
+3,086
98
$393K 0.21%
+7,663
99
$371K 0.2%
6,912
+500
100
$368K 0.2%
+7,723
2 3
4
5 6