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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.99M
3
+$2.86M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.58M
5
LEN icon
Lennar Class A
LEN
+$2.18M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.82M
4
AAL icon
American Airlines Group
AAL
+$1.78M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.6M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-8,640
152
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-9,540
153
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154
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-2,282
155
$0 ﹤0.01%
+26,000
156
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-98,746
157
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-11,075
158
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-1,485
159
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-4,130
3 4 5 6
7