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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.68M
3
+$3.23M
4
AAL icon
American Airlines Group
AAL
+$3.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.53%
2 Industrials 10.08%
3 Technology 8.02%
4 Communication Services 7.61%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.37M 3.51%
+24,471
2
$3.68M 2.96%
+6,679
3
$3.23M 2.6%
+67,170
4
$3.1M 2.49%
+94,032
5
$3.02M 2.42%
+63,497
6
$2.91M 2.34%
+35,922
7
$2.77M 2.23%
+38,874
8
$2.62M 2.11%
+146,580
9
$2.57M 2.07%
+73,772
10
$2.53M 2.04%
+84,647
11
$2.44M 1.96%
+88,531
12
$2.43M 1.96%
+32,780
13
$2.3M 1.85%
+96,147
14
$2.17M 1.74%
+86,090
15
$2.12M 1.7%
+44,196
16
$2.04M 1.64%
+122,000
17
$1.87M 1.5%
+84,264
18
$1.87M 1.5%
+14,404
19
$1.72M 1.39%
+43,265
20
$1.58M 1.27%
+29,617
21
$1.56M 1.25%
+63,636
22
$1.53M 1.23%
+46,386
23
$1.5M 1.21%
+48,051
24
$1.46M 1.18%
+40,900
25
$1.42M 1.14%
+18,203
1
2 3 4 5