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
$187M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.06M
3
+$1.97M
4
URI icon
United Rentals
URI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.72M

Top Sells

1
+$3.66M
2
+$2.27M
3
+$2.1M
4
GT icon
Goodyear
GT
+$1.31M
5
EPR icon
EPR Properties
EPR
+$1.3M

Sector Composition

1 Technology 17.11%
2 Industrials 13.89%
3 Financials 7.76%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 7.25%
455,128
+24,864
2
$8.95M 4.79%
251,373
+12,965
3
$4.98M 2.67%
122,547
-12,128
4
$4.88M 2.61%
110,396
+86,418
5
$4.8M 2.57%
72,896
+3,902
6
$4.66M 2.49%
95,327
+5,456
7
$4.43M 2.37%
10,893
+486
8
$3.71M 1.98%
75,824
+10,825
9
$3.69M 1.98%
126,762
-77,832
10
$3.51M 1.88%
56,736
+572
11
$3.49M 1.87%
25,152
+1,578
12
$3.42M 1.83%
86,992
-1,715
13
$3.35M 1.79%
27,004
+1,260
14
$3.27M 1.75%
106,218
+136
15
$3.11M 1.66%
56,271
+3,825
16
$3.06M 1.64%
370,655
+9,125
17
$3.06M 1.64%
+61,317
18
$3.05M 1.63%
14,736
+1,583
19
$2.98M 1.59%
24,192
+1,710
20
$2.8M 1.5%
88,881
+1,980
21
$2.78M 1.49%
67,103
+32,892
22
$2.74M 1.46%
68,548
+942
23
$2.55M 1.36%
95,900
-2,951
24
$2.52M 1.35%
123,832
+77,680
25
$2.47M 1.32%
60,093
+2,398
1
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