BCM
Beck Capital Management Portfolio holdings
AUM
$401M
This Quarter Return
+2.58%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.31%
AUM
$145M
AUM Growth
+$145M
(-15%)
Cap. Flow
-$26.2M
Cap. Flow
% of AUM
-18.09%
Top 10 Holdings %
Top 10 Hldgs %
33.44%
Holding
171
New
20
Increased
36
Reduced
28
Closed
86
Top Buys
| 1 |
Walt Disney
DIS
|
$3.5M |
| 2 |
Cheniere Energy
LNG
|
$3.36M |
| 3 |
Verizon
VZ
|
$2.67M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$2.54M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.49M |
Top Sells
| 1 |
Apple
AAPL
|
$5.35M |
| 2 |
Boeing
BA
|
$3.98M |
| 3 |
American International
AIG
|
$3.65M |
| 4 |
Southwest Airlines
LUV
|
$3.36M |
| 5 |
Under Armour
UAA
|
$3.13M |
Sector Composition
| 1 | Communication Services | 18.23% |
| 2 | Consumer Discretionary | 14.07% |
| 3 | Industrials | 12.9% |
| 4 | Technology | 11.23% |
| 5 | Energy | 6.96% |
