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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.14%
6,042
+330
127
$243K 0.14%
4,415
-160
128
$240K 0.14%
7,710
-200
129
$238K 0.14%
2,714
-5
130
$235K 0.14%
10,239
-1,750
131
$225K 0.13%
129
-143
132
$220K 0.13%
+2,065
133
$220K 0.13%
4,016
-374
134
$218K 0.13%
+3,584
135
$216K 0.13%
3,080
-325
136
$215K 0.13%
+1,925
137
$213K 0.12%
+4,150
138
$212K 0.12%
2,000
-6,794
139
$210K 0.12%
+4,496
140
$209K 0.12%
7,020
-11,210
141
$207K 0.12%
+9,400
142
$201K 0.12%
1,766
-1,295
143
– –
-7,957
144
– –
-14,738
145
– –
-27,875
146
– –
-47,212
147
– –
-22,477
148
– –
-131,698
149
– –
-2,636
150
– –
-1,398
3 4 5
6
7