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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.84M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.24M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.32M

Top Sells

1
+$3.84M
2
+$3.83M
3
+$2.81M
4
T icon
AT&T
T
+$2.14M
5
JFR icon
Nuveen Floating Rate Income Fund
JFR
+$2.11M

Sector Composition

1 Financials 14.4%
2 Real Estate 12.51%
3 Consumer Discretionary 11.67%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.22%
+3,604
77
$385K 0.2%
+1,610
78
$371K 0.2%
+15,865
79
$354K 0.19%
5,375
-1,460
80
$352K 0.19%
+4,930
81
$350K 0.18%
3,115
-445
82
$326K 0.17%
12,067
+1,302
83
$313K 0.17%
4,290
-100
84
$293K 0.15%
7,800
-650
85
$289K 0.15%
2,586
-990
86
$258K 0.14%
+1,949
87
$252K 0.13%
3,060
-700
88
$229K 0.12%
+3,885
89
$229K 0.12%
962
-440
90
$225K 0.12%
18,650
-400
91
$220K 0.12%
2,988
-764
92
$216K 0.11%
+5,805
93
$216K 0.11%
+8,290
94
$211K 0.11%
+6,690
95
$204K 0.11%
5,425
-385
96
– –
-499
97
– –
-18,706
98
– –
-32,426
99
– –
-34,011
100
– –
-16,116
1 2 3
4
5