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
$209M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.16M
3
+$5.1M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.41M

Top Sells

1
+$11.6M
2
+$6.11M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
BA icon
Boeing
BA
+$2.77M

Sector Composition

1 Real Estate 18.9%
2 Technology 11.23%
3 Consumer Discretionary 6.78%
4 Energy 4.42%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.2%
6,938
-139
77
$373K 0.18%
6,302
-726
78
$367K 0.18%
+846
79
$363K 0.17%
2,060
-205
80
$351K 0.17%
3,380
81
$344K 0.16%
+21,585
82
$339K 0.16%
3,095
+40
83
$326K 0.16%
+8,536
84
$305K 0.15%
1,860
-30
85
$296K 0.14%
2,749
+10
86
$292K 0.14%
+3,872
87
$282K 0.13%
+1,945
88
$274K 0.13%
6,850
+100
89
$261K 0.12%
2,800
-750
90
$260K 0.12%
+6,855
91
$258K 0.12%
2,086
92
$236K 0.11%
+25,685
93
$218K 0.1%
+4,675
94
$214K 0.1%
+1,585
95
$214K 0.1%
1,745
-555
96
$212K 0.1%
+5,232
97
$197K 0.09%
+10,870
98
$184K 0.09%
10,200
-67,085
99
$175K 0.08%
+14,635
100
$156K 0.07%
+14,250
1 2 3
4
5