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
$151M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.99M
3
+$1.83M
4
HAL icon
Halliburton
HAL
+$1.74M
5
IFN
India Fund
IFN
+$1.62M

Top Sells

1
+$1.4M
2
+$1.27M
3
+$1.24M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.1M
5
SOCL icon
Global X Social Media ETF
SOCL
+$1.01M

Sector Composition

1 Industrials 13.41%
2 Financials 9.74%
3 Energy 8.79%
4 Communication Services 8.47%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.79M 3.18%
111,419
+13,806
2
$3.9M 2.59%
45,469
+2,875
3
$3.84M 2.55%
165,388
+356
4
$3.84M 2.55%
99,098
+10,016
5
$3.61M 2.4%
18,314
+1,330
6
$3.42M 2.27%
7,165
+523
7
$3.4M 2.26%
96,792
+19,210
8
$3.32M 2.21%
60,841
+15,494
9
$3.03M 2.01%
45,046
+8,123
10
$3.03M 2.01%
+27,382
11
$2.88M 1.91%
99,372
+1,125
12
$2.61M 1.73%
101,924
+8,108
13
$2.44M 1.62%
51,800
+4,230
14
$2.39M 1.59%
89,983
+1,123
15
$2.38M 1.58%
81,652
+49,884
16
$2.21M 1.47%
17,394
+565
17
$1.99M 1.32%
+138,270
18
$1.95M 1.3%
49,910
+3,400
19
$1.95M 1.3%
31,128
+12,257
20
$1.92M 1.28%
77,380
+15,484
21
$1.83M 1.21%
+27,268
22
$1.78M 1.18%
63,111
+25,889
23
$1.75M 1.16%
53,420
+3,258
24
$1.75M 1.16%
21,191
-583
25
$1.74M 1.16%
20,298
-5,391
1
2 3 4 5