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
$233M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.78M
3
+$3.83M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.73M
5
KSU
Kansas City Southern
KSU
+$3.47M

Top Sells

1
+$6.9M
2
+$3.77M
3
+$3.75M
4
STLD icon
Steel Dynamics
STLD
+$2.94M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.93M

Sector Composition

1 Technology 18.19%
2 Consumer Discretionary 8.83%
3 Financials 8.78%
4 Real Estate 8.63%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.19%
3,707
77
$423K 0.18%
7,087
-1,875
78
$410K 0.18%
9,417
-56
79
$399K 0.17%
4,630
+85
80
$372K 0.16%
2,871
-119
81
$358K 0.15%
3,115
-400
82
$352K 0.15%
3,550
-400
83
$340K 0.15%
6,370
-116
84
$332K 0.14%
8,263
-405
85
$327K 0.14%
2,367
-330
86
$279K 0.12%
3,090
-450
87
$268K 0.12%
2,400
-246
88
$240K 0.1%
3,110
-1,510
89
$237K 0.1%
2,086
-450
90
$234K 0.1%
1,618
91
$225K 0.1%
6,350
92
$219K 0.09%
2,505
93
$219K 0.09%
4,675
94
$214K 0.09%
+992
95
$206K 0.09%
11,474
-653
96
$201K 0.09%
+1,290
97
$200K 0.09%
3,875
98
$139K 0.06%
+1,164
99
– –
-35,637
100
– –
-40,651
1 2 3
4
5