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
$144M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.41M
3
+$2.94M
4
RTN
Raytheon Company
RTN
+$2.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.12M

Top Sells

1
+$5.48M
2
+$4.88M
3
+$3.47M
4
YHOO
Yahoo Inc
YHOO
+$3.42M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.27M

Sector Composition

1 Industrials 16.42%
2 Technology 14.44%
3 Consumer Discretionary 12.3%
4 Communication Services 9.47%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.69M 6.03%
325,132
-129,996
2
$6.11M 4.24%
65,849
-9,975
3
$5.19M 3.6%
203,482
-47,891
4
$4.14M 2.87%
98,746
+3,419
5
$4.12M 2.86%
101,061
-21,486
6
$4.05M 2.81%
139,548
+12,786
7
$3.89M 2.69%
75,346
+2,450
8
$3.77M 2.62%
76,096
+8,993
9
$3.65M 2.53%
27,096
+1,944
10
$3.57M 2.48%
+132,452
11
$3.56M 2.47%
11,808
+915
12
$3.48M 2.41%
17,487
+2,751
13
$3.41M 2.36%
+135,480
14
$3.21M 2.23%
55,680
-1,056
15
$3.18M 2.21%
32,045
+5,041
16
$3.12M 2.16%
359,005
-11,650
17
$3.02M 2.09%
130,962
+7,130
18
$2.96M 2.06%
58,057
+1,786
19
$2.94M 2.04%
+108,613
20
$2.86M 1.98%
63,385
+3,292
21
$2.59M 1.8%
103,840
+4,936
22
$2.54M 1.76%
41,168
+6,756
23
$2.49M 1.73%
65,397
-3,151
24
$2.36M 1.64%
+21,593
25
$2.12M 1.47%
+63,100
1
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