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
$157M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$2.86M
3
+$2.67M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.67M
5
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
+$2.62M

Top Sells

1
+$5.75M
2
+$4.16M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
HEDJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,943
127
– –
-4,878
2 3 4 5
6