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
$157M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.81M
5
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
+$2.75M

Top Sells

1
+$5.81M
2
+$4.16M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.9M

Sector Composition

1 Communication Services 16.48%
2 Industrials 12.98%
3 Consumer Discretionary 12.02%
4 Real Estate 11.99%
5 Energy 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.27%
+12,601
77
$418K 0.27%
11,040
78
$406K 0.26%
3,831
79
$399K 0.25%
7,035
+275
80
$388K 0.25%
4,410
-385
81
$369K 0.24%
4,770
-325
82
$356K 0.23%
10,910
83
$346K 0.22%
+294,200
84
$345K 0.22%
2,381
+990
85
$342K 0.22%
+8,570
86
$328K 0.21%
23,839
-51
87
$298K 0.19%
+3,696
88
$295K 0.19%
4,450
-300
89
$279K 0.18%
+12,530
90
$264K 0.17%
+20,980
91
$263K 0.17%
+10,310
92
$258K 0.16%
+2,910
93
$257K 0.16%
+10,575
94
$243K 0.15%
+11,875
95
$240K 0.15%
+2,818
96
$225K 0.14%
+2,145
97
$221K 0.14%
+2,577
98
$218K 0.14%
2,170
-546
99
$205K 0.13%
5,115
-6,366
100
$201K 0.13%
+1,815
2 3
4
5 6