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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.01M
3
+$2.35M
4
LEN icon
Lennar Class A
LEN
+$2.13M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$1.73M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.68M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.16%
+6,970
102
$257K 0.15%
+3,931
103
$256K 0.15%
8,850
-425
104
$251K 0.15%
4,625
-1,194
105
$245K 0.14%
4,600
+450
106
$238K 0.14%
+1,730
107
$233K 0.14%
+2,560
108
$216K 0.13%
+2,750
109
$199K 0.12%
+13,750
110
$199K 0.12%
+6,900
111
$198K 0.12%
+1,775
112
$195K 0.11%
+236,800
113
$191K 0.11%
+1,449
114
$182K 0.11%
+1,047
115
$178K 0.1%
+2,180
116
$176K 0.1%
+6,800
117
$165K 0.1%
+3,279
118
$164K 0.1%
+6,300
119
$164K 0.1%
+129
120
$159K 0.09%
+2,724
121
$156K 0.09%
+5,080
122
$156K 0.09%
+1,548
123
$148K 0.09%
+730
124
$145K 0.09%
+4,750
125
$144K 0.08%
+615
3 4
5
6 7