BCM

Beck Capital Management Portfolio holdings

AUM $401M
1-Year Est. Return 38.95%
This Quarter Est. Return
1 Year Est. Return
+38.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.98M
3
+$2.23M
4
FTNT icon
Fortinet
FTNT
+$1.85M
5
JBLU icon
JetBlue
JBLU
+$1.74M

Top Sells

1
+$2.4M
2
+$2.38M
3
+$1.99M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.92M
5
DAL icon
Delta Air Lines
DAL
+$1.91M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 10.72%
3 Industrials 9.95%
4 Financials 8.88%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-24,255
177
– –
-2,875
4 5 6 7
8