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
$142M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$2.49M
3 +$2.06M
4
FTNT icon
Fortinet
FTNT
+$1.91M
5
JBLU icon
JetBlue
JBLU
+$1.86M

Sector Composition

1 Technology 12.34%
2 Consumer Discretionary 10.72%
3 Industrials 10.45%
4 Financials 8.88%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,565
177
-1,970