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
$172M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.45M
3
+$4.28M
4
WMT icon
Walmart
WMT
+$3.51M
5
AAL icon
American Airlines Group
AAL
+$2.97M

Top Sells

1
+$15.8M
2
+$4.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
GNW icon
Genworth Financial
GNW
+$1.67M

Sector Composition

1 Industrials 16.62%
2 Technology 16.26%
3 Consumer Discretionary 8.94%
4 Financials 8.01%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 6.02%
406,472
+217,456
2
$8.54M 4.98%
326,808
+163,826
3
$5.83M 3.4%
115,387
-5,970
4
$5.73M 3.34%
126,560
+98,392
5
$4.92M 2.87%
91,703
+55,437
6
$4.1M 2.39%
200,568
+26,754
7
$3.51M 2.05%
+122,616
8
$3.48M 2.03%
59,765
+15,393
9
$3.41M 1.99%
9,343
+787
10
$3.33M 1.94%
59,397
-1,965
11
$3.17M 1.85%
58,495
+1,325
12
$3.07M 1.79%
62,432
+20,066
13
$2.95M 1.72%
111,866
+240
14
$2.9M 1.69%
22,298
+1,541
15
$2.88M 1.68%
68,145
-3,628
16
$2.84M 1.66%
107,024
-1,520
17
$2.79M 1.63%
307,320
+123,210
18
$2.72M 1.59%
77,712
+18,397
19
$2.53M 1.47%
24,773
+1,918
20
$2.46M 1.43%
20,125
+12,026
21
$2.27M 1.32%
22,446
+1,503
22
$2.27M 1.32%
369,730
-9,280
23
$2.16M 1.26%
78,603
-6,542
24
$2.14M 1.25%
119,522
+17,684
25
$1.99M 1.16%
77,426
-10,143
1
2 3 4 5