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
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.9M
3
+$1.96M
4
INFN
Infinera Corporation Common Stock
INFN
+$1.91M
5
ABBV icon
AbbVie
ABBV
+$1.67M

Top Sells

1
+$3.66M
2
+$2.1M
3
+$2.08M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,584
152
– –
-3,830
153
– –
-17,200
3 4 5 6
7