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
$175M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.81M
3
+$1.33M
4
XOM icon
Exxon Mobil
XOM
+$1.3M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$920K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.44M
4
AAL icon
American Airlines Group
AAL
+$1.22M
5
YHOO
Yahoo Inc
YHOO
+$1.21M

Sector Composition

1 Technology 17.03%
2 Industrials 15.1%
3 Consumer Discretionary 8.44%
4 Consumer Staples 8.24%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.13%
4,150
127
$224K 0.13%
17,200
-1,250
128
$218K 0.12%
4,016
129
$207K 0.12%
3,719
-106
130
$203K 0.12%
1,760
-165
131
$202K 0.12%
3,584
132
$202K 0.12%
2,439
-275
133
$146K 0.08%
+17,737
134
– –
-119,522
135
– –
-27,864
136
– –
-33,999
137
– –
-2,000
138
– –
-2,065
139
– –
-1,347
140
– –
-16,755
141
– –
-3,875
142
– –
-15,833
143
– –
-27,033
144
– –
-3,080
145
– –
-1,766
146
– –
-4,496
147
– –
-9,905
148
– –
-15,910
149
– –
-10,640
150
– –
-129
3 4 5
6
7