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
$207M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$3.7M
3
+$3.13M
4
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.66M
5
STLD icon
Steel Dynamics
STLD
+$1.4M

Top Sells

1
+$4.61M
2
+$3.77M
3
+$3.52M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$3.2M
5
RTN
Raytheon Company
RTN
+$2.76M

Sector Composition

1 Technology 13.87%
2 Financials 12.3%
3 Consumer Discretionary 12.29%
4 Real Estate 6.59%
5 Materials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,915
102
– –
-102,429
103
– –
-67,759
104
– –
-4,692
105
– –
-65,610
106
– –
-4,395
107
– –
-9,385
108
– –
-14,671
109
– –
-5,051
110
– –
-1,816
111
– –
-7,211
112
– –
-92,722
113
– –
-12,680
114
– –
-7,325
115
– –
-1,116
116
– –
-10,830
1 2 3 4
5