BCM

Beck Capital Management Portfolio holdings

AUM $401M
1-Year Est. Return 38.95%
This Quarter Est. Return
1 Year Est. Return
+38.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.89M
3
+$2.75M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$2.3M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.48M

Top Sells

1
+$4.14M
2
+$3.67M
3
+$3.19M
4
BCC icon
Boise Cascade
BCC
+$3.14M
5
CVS icon
CVS Health
CVS
+$2.87M

Sector Composition

1 Financials 13.33%
2 Technology 13.12%
3 Consumer Discretionary 12.62%
4 Industrials 7.46%
5 Real Estate 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-57,337
127
– –
-25,740
128
– –
-10,755
129
– –
-15,110
2 3 4 5
6