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
$175M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.81M
3
+$1.33M
4
XOM icon
Exxon Mobil
XOM
+$1.3M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$920K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.44M
4
AAL icon
American Airlines Group
AAL
+$1.22M
5
YHOO
Yahoo Inc
YHOO
+$1.21M

Sector Composition

1 Technology 17.03%
2 Industrials 15.1%
3 Consumer Discretionary 8.44%
4 Consumer Staples 8.24%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,955
152
– –
-7,575
153
– –
-13,850
154
– –
-9,000
155
– –
-7,020
156
– –
-8,635
157
– –
-9,400
3 4 5 6
7