BCM

Beck Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 59.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.11M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.59M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.56M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FISV
Fiserv Inc
FISV
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 16.61%
3 Consumer Discretionary 10.27%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,141
152
– –
-16,929
153
– –
-39,049
154
– –
-16,051
155
– –
-26,199
156
– –
-4,648
157
– –
-27,745
3 4 5 6
7