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
$227M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.6M
3
+$3.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.19M
5
BCC icon
Boise Cascade
BCC
+$3.14M

Top Sells

1
+$4.39M
2
+$4M
3
+$3.8M
4
C icon
Citigroup
C
+$3.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.55M

Sector Composition

1 Real Estate 11.4%
2 Consumer Discretionary 11.31%
3 Financials 10.97%
4 Technology 9.9%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.22%
4,683
+123
77
$496K 0.22%
+2,750
78
$492K 0.22%
1,669
+67
79
$489K 0.22%
7,518
-48,109
80
$489K 0.22%
9,235
+4,425
81
$459K 0.2%
3,035
82
$456K 0.2%
7,258
+135
83
$451K 0.2%
9,972
-276
84
$428K 0.19%
+11,055
85
$364K 0.16%
4,215
86
$331K 0.15%
14,201
+1,962
87
$329K 0.14%
2,724
+13
88
$314K 0.14%
2,865
-1,350
89
$314K 0.14%
1,022
90
$305K 0.13%
3,805
-400
91
$299K 0.13%
2,039
+339
92
$294K 0.13%
3,160
93
$292K 0.13%
3,920
-49,270
94
$290K 0.13%
7,250
-100
95
$287K 0.13%
+8,501
96
$286K 0.13%
2,386
97
$281K 0.12%
+7,020
98
$278K 0.12%
6,270
+715
99
$270K 0.12%
15,008
-12,783
100
$268K 0.12%
+2,495
1 2 3
4
5