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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.14M
3
+$4.82M
4
WMT icon
Walmart Inc
WMT
+$3.31M
5
AAL icon
American Airlines Group
AAL
+$2.39M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 17.08%
2 Technology 15.8%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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