BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+5.3%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$157M
AUM Growth
+$12M
(+8.3%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
7.31%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
128
New
43
Increased
31
Reduced
26
Closed
25
Top Buys
| 1 |
DHC
Diversified Healthcare Trust
DHC
|
$2.99M |
| 2 |
The GEO Group
GEO
|
$2.96M |
| 3 |
STAG Industrial
STAG
|
$2.82M |
| 4 |
Alerian MLP ETF
AMLP
|
$2.82M |
| 5 |
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
|
$2.75M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.81M |
| 2 |
Nike
NKE
|
$4.16M |
| 3 |
Cheniere Energy
LNG
|
$3.36M |
| 4 |
Microsoft
MSFT
|
$2.91M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.9M |
Sector Composition
| 1 | Communication Services | 16.48% |
| 2 | Industrials | 12.98% |
| 3 | Consumer Discretionary | 12.02% |
| 4 | Real Estate | 11.99% |
| 5 | Energy | 6.75% |