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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.23%
+8,635
102
$388K 0.23%
+4,470
103
$385K 0.22%
8,955
-2,300
104
$359K 0.21%
9,905
-6,215
105
$358K 0.21%
8,805
-3,410
106
$356K 0.21%
+7,200
107
$356K 0.21%
5,345
-55
108
$349K 0.2%
10,640
-1,800
109
$337K 0.2%
3,005
110
$326K 0.19%
6,630
-5,701
111
$317K 0.18%
10,160
112
$313K 0.18%
+4,300
113
$310K 0.18%
+2,019
114
$306K 0.18%
+9,656
115
$306K 0.18%
4,455
116
$282K 0.16%
3,250
-120
117
$276K 0.16%
3,875
-1,450
118
$271K 0.16%
+32,775
119
$269K 0.16%
9,350
-3,500
120
$259K 0.15%
5,761
-200
121
$258K 0.15%
9,000
-2,100
122
$254K 0.15%
+1,347
123
$253K 0.15%
18,450
-6,900
124
$253K 0.15%
+2,733
125
$249K 0.15%
3,825
-3,535
3 4
5
6 7