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
$209M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.16M
3
+$5.1M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.41M

Top Sells

1
+$11.6M
2
+$6.11M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
BA icon
Boeing
BA
+$2.77M

Sector Composition

1 Real Estate 18.9%
2 Technology 11.23%
3 Consumer Discretionary 6.78%
4 Energy 4.42%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$103K 0.05%
+2,072
102
– –
-35,969
103
– –
-4,570
104
– –
-73,022
105
– –
-8,589
106
– –
-34,540
107
– –
-6,702
108
– –
-230,235
109
– –
-17,424
1 2 3 4
5