BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+6.24%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$164M
AUM Growth
+$7.28M
(+4.6%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
125
New
22
Increased
38
Reduced
41
Closed
24
Top Buys
| 1 |
Alibaba
BABA
|
$3.23M |
| 2 |
SVC
Service Properties Trust
SVC
|
$2.95M |
| 3 |
Invesco Mortgage Capital
IVR
|
$2.94M |
| 4 |
NVIDIA
NVDA
|
$2.84M |
| 5 |
Applied Materials
AMAT
|
$2.79M |
Top Sells
| 1 |
Walt Disney
DIS
|
$3.54M |
| 2 |
Apple
AAPL
|
$3.37M |
| 3 |
Verizon
VZ
|
$3.19M |
| 4 |
VE
VEOLIA ENVIRONNEMENT
VE
|
$3.14M |
| 5 |
The GEO Group
GEO
|
$2.96M |
Sector Composition
| 1 | Real Estate | 18.12% |
| 2 | Consumer Discretionary | 14.74% |
| 3 | Communication Services | 12.71% |
| 4 | Industrials | 8.03% |
| 5 | Energy | 7.48% |
