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
$144M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.45M
3
+$2.78M
4
RTN
Raytheon Company
RTN
+$2.26M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.03M

Top Sells

1
+$4.88M
2
+$4.73M
3
+$3.81M
4
YHOO
Yahoo Inc
YHOO
+$3.42M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.27M

Sector Composition

1 Industrials 16.42%
2 Technology 14.44%
3 Consumer Discretionary 12.3%
4 Communication Services 9.47%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-9,403
152
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-4,275
153
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-264,130
154
– –
-11,883
155
– –
-20,460
156
– –
-6,350
157
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-10,572
158
– –
-3,250
159
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-26,000
3 4 5 6
7