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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.01M
3
+$2.35M
4
LEN icon
Lennar Class A
LEN
+$2.13M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$1.73M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.68M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.24%
11,640
-1,320
77
$412K 0.24%
5,300
-162
78
$408K 0.24%
5,245
+5
79
$403K 0.24%
+21,210
80
$400K 0.24%
5,513
-3,299
81
$391K 0.23%
+13,390
82
$388K 0.23%
3,881
+40
83
$386K 0.23%
3,154
-79
84
$380K 0.22%
7,060
85
$371K 0.22%
+11,350
86
$364K 0.21%
10,940
87
$364K 0.21%
6,739
-699
88
$362K 0.21%
+4,089
89
$342K 0.2%
4,895
90
$340K 0.2%
+2,971
91
$330K 0.19%
+10,115
92
$323K 0.19%
+20,976
93
$319K 0.19%
11,310
-1,500
94
$311K 0.18%
+6,710
95
$307K 0.18%
9,353
96
$300K 0.18%
+7,571
97
$288K 0.17%
2,305
98
$288K 0.17%
2,850
+285
99
$283K 0.17%
+9,270
100
$276K 0.16%
+3,910
2 3
4
5 6