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
$175M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.77M
3
+$1.3M
4
XOM icon
Exxon Mobil
XOM
+$1.24M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$941K

Top Sells

1
+$3M
2
+$2.14M
3
+$1.44M
4
AAL icon
American Airlines Group
AAL
+$1.27M
5
YHOO
Yahoo Inc
YHOO
+$1.19M

Sector Composition

1 Technology 17.36%
2 Industrials 14.77%
3 Consumer Discretionary 8.44%
4 Consumer Staples 8.24%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 7.01%
430,264
+23,792
2
$8.08M 4.62%
238,408
-88,400
3
$6.63M 3.79%
134,675
+8,115
4
$4.98M 2.85%
204,594
+4,026
5
$4.79M 2.74%
10,407
+1,064
6
$4.42M 2.53%
68,994
+9,229
7
$3.98M 2.28%
89,871
+12,159
8
$3.94M 2.25%
88,707
-26,680
9
$3.66M 2.09%
133,425
+10,809
10
$3.57M 2.04%
67,606
-24,097
11
$3.54M 2.02%
23,574
+1,276
12
$3.51M 2.01%
+106,082
13
$3.08M 1.76%
56,164
-3,233
14
$3.04M 1.74%
25,744
+971
15
$2.73M 1.56%
13,153
+3,841
16
$2.72M 1.56%
98,851
-13,015
17
$2.71M 1.55%
104,000
-3,024
18
$2.7M 1.55%
52,446
-6,049
19
$2.59M 1.48%
57,695
-4,737
20
$2.57M 1.47%
22,482
+36
21
$2.55M 1.46%
64,999
+11,110
22
$2.54M 1.45%
275,980
-31,340
23
$2.53M 1.45%
361,530
-8,200
24
$2.44M 1.4%
19,743
-382
25
$2.43M 1.39%
86,901
+33,621
1
2 3 4 5