BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+6.55%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$170M
AUM Growth
+$25.7M
(+18%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
165
New
65
Increased
44
Reduced
33
Closed
14
Top Buys
| 1 |
GE Aerospace
GE
|
$3.15M |
| 2 |
Microsoft
MSFT
|
$3.01M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.35M |
| 4 |
Lennar Class A
LEN
|
$2.13M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$1.98M |
Top Sells
| 1 |
WWAV
The WhiteWave Foods Company
WWAV
|
$4.14M |
| 2 |
Hain Celestial
HAIN
|
$3.89M |
| 3 |
VER
VEREIT, Inc.
VER
|
$1.76M |
| 4 |
American Airlines Group
AAL
|
$1.73M |
| 5 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$1.68M |
Sector Composition
| 1 | Industrials | 16.41% |
| 2 | Consumer Discretionary | 15.77% |
| 3 | Technology | 14.79% |
| 4 | Communication Services | 10.92% |
| 5 | Financials | 7.99% |
