BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.39M
3
+$2.38M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.22M
5
ECL icon
Ecolab
ECL
+$1.07M

Top Sells

1
+$6.62M
2
+$5.08M
3
+$5M
4
META icon
Meta Platforms (Facebook)
META
+$4.49M
5
BABA icon
Alibaba
BABA
+$3.35M

Sector Composition

1 Technology 33.21%
2 Real Estate 11.77%
3 Consumer Discretionary 10.24%
4 Financials 3.96%
5 Materials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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