BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.44M
3
+$3.65M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$3.59M
5
KSU
Kansas City Southern
KSU
+$3.49M

Top Sells

1
+$6.9M
2
+$3.77M
3
+$3.75M
4
STLD icon
Steel Dynamics
STLD
+$2.94M
5
META icon
Meta Platforms (Facebook)
META
+$2.9M

Sector Composition

1 Technology 18.19%
2 Consumer Discretionary 8.83%
3 Financials 8.78%
4 Real Estate 8.63%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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115
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5