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
$265M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.67M
3
+$3.44M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M
5
NXST icon
Nexstar Media Group
NXST
+$2.61M

Top Sells

1
+$5.65M
2
+$3.08M
3
+$3.03M
4
MSFT icon
Microsoft
MSFT
+$2.99M
5
ACN icon
Accenture
ACN
+$2.6M

Sector Composition

1 Real Estate 19.89%
2 Technology 18.54%
3 Consumer Discretionary 9.56%
4 Industrials 8.61%
5 Materials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,436
127
– –
-3,546
128
– –
-23,205
129
– –
-23,775
130
– –
-2,347
131
– –
-10,265
2 3 4 5
6