BCM

Beck Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 50.79%
This Quarter Est. Return
1 Year Est. Return
+50.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.06M
3
+$1.97M
4
URI icon
United Rentals
URI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.72M

Top Sells

1
+$3.66M
2
+$2.27M
3
+$2.1M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.19%
3,841
-100
102
$351K 0.19%
21,350
-6,133
103
$343K 0.18%
7,060
-400
104
$342K 0.18%
6,961
+1,200
105
$333K 0.18%
10,490
+1,615
106
$331K 0.18%
11,165
107
$321K 0.17%
8,365
-77
108
$318K 0.17%
4,340
-522
109
$316K 0.17%
10,090
+45
110
$314K 0.17%
6,835
+495
111
$312K 0.17%
+10,110
112
$311K 0.17%
9,723
+151
113
$305K 0.16%
+14,645
114
$302K 0.16%
3,250
115
$299K 0.16%
4,320
+580
116
$293K 0.16%
2,150
+430
117
$287K 0.15%
8,170
-1,926
118
$278K 0.15%
2,305
119
$276K 0.15%
+2,810
120
$267K 0.14%
5,118
+1,399
121
$257K 0.14%
+3,127
122
$245K 0.13%
6,350
-925
123
$245K 0.13%
+2,625
124
$240K 0.13%
5,269
-692
125
$238K 0.13%
12,050
+1,811
3 4
5
6 7