BCM

Beck Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 59.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$5.69M
3
+$3.53M
4
MU icon
Micron Technology
MU
+$2.99M
5
THC icon
Tenet Healthcare
THC
+$2.37M

Top Sells

1
+$5.57M
2
+$4.88M
3
+$4.13M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.94M

Sector Composition

1 Technology 23.14%
2 Industrials 11.29%
3 Energy 9.5%
4 Communication Services 8.6%
5 Real Estate 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$461K 0.11%
2,664
+230
102
$396K 0.09%
4,557
+12
103
$382K 0.09%
+636
104
$370K 0.09%
12,884
-252
105
$365K 0.08%
8,193
+105
106
$312K 0.07%
6,654
-69
107
$305K 0.07%
14,924
+256
108
$304K 0.07%
+12,056
109
$303K 0.07%
6,130
+149
110
$269K 0.06%
+374
111
$266K 0.06%
18,758
+5,887
112
$262K 0.06%
9,250
-3,260
113
$261K 0.06%
+1,220
114
$245K 0.06%
+10,438
115
$229K 0.05%
+6,521
116
$218K 0.05%
10,318
-762
117
$216K 0.05%
431
+10
118
$210K 0.05%
746
-522
119
$210K 0.05%
+6,521
120
$209K 0.05%
2,841
-29
121
$206K 0.05%
3,305
-1,567
122
$205K 0.05%
+5,045
123
$202K 0.05%
+1,603
124
$200K 0.05%
955
-99
125
$146K 0.03%
+12,178
2 3 4
5
6