BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+11.09%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$233M
AUM Growth
+$25.7M
(+12%)
Cap. Flow
+$9.3M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
117
New
23
Increased
23
Reduced
47
Closed
17
Top Buys
| 1 |
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
|
$5.66M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$4.78M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$3.83M |
| 4 |
iShares US Transportation ETF
IYT
|
$3.73M |
| 5 |
KSU
Kansas City Southern
KSU
|
$3.47M |
Top Sells
| 1 |
Alibaba
BABA
|
$6.9M |
| 2 |
AbbVie
ABBV
|
$3.77M |
| 3 |
AET
Aetna Inc
AET
|
$3.75M |
| 4 |
Steel Dynamics
STLD
|
$2.94M |
| 5 |
ProShares Ultra S&P500
SSO
|
$2.93M |
Sector Composition
| 1 | Technology | 18.19% |
| 2 | Consumer Discretionary | 8.83% |
| 3 | Financials | 8.78% |
| 4 | Real Estate | 8.63% |
| 5 | Industrials | 4.23% |
