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
$195M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.01M
3
+$2.61M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.46M
5
WMT icon
Walmart
WMT
+$1.38M

Top Sells

1
+$5.35M
2
+$4.56M
3
+$2.84M
4
GMLP
Golar LNG Partners LP
GMLP
+$2.66M
5
IBM icon
IBM
IBM
+$2.35M

Sector Composition

1 Consumer Discretionary 13.86%
2 Real Estate 13.48%
3 Technology 11.88%
4 Financials 11.87%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.21%
2,996
-150
77
$393K 0.2%
7,481
-3,000
78
$388K 0.2%
+40,450
79
$385K 0.2%
3,115
80
$336K 0.17%
26,300
+7,650
81
$333K 0.17%
1,339
-271
82
$315K 0.16%
4,290
83
$309K 0.16%
7,800
84
$303K 0.16%
2,586
85
$277K 0.14%
4,190
+305
86
$272K 0.14%
1,833
-15,825
87
$269K 0.14%
1,052
+90
88
$250K 0.13%
+5,327
89
$249K 0.13%
+7,510
90
$235K 0.12%
+11,211
91
$235K 0.12%
3,060
92
$234K 0.12%
+2,196
93
$225K 0.12%
+9,620
94
$225K 0.12%
3,975
-1,400
95
$224K 0.12%
+6,510
96
$214K 0.11%
5,555
-250
97
$212K 0.11%
5,325
-100
98
$200K 0.1%
+9,130
99
– –
-66,310
100
– –
-31,682
1 2 3
4
5