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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.01M
3
+$2.35M
4
LEN icon
Lennar Class A
LEN
+$2.13M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$4.14M
2
+$3.89M
3
+$1.76M
4
AAL icon
American Airlines Group
AAL
+$1.73M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.68M

Sector Composition

1 Industrials 16.41%
2 Consumer Discretionary 15.77%
3 Technology 14.79%
4 Communication Services 10.92%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.33M 5.49%
355,056
+29,924
2
$6.96M 4.1%
66,493
+644
3
$4.91M 2.89%
216,747
+13,265
4
$4.52M 2.66%
22,051
+4,564
5
$4.32M 2.54%
69,154
+27,986
6
$4.3M 2.53%
146,646
+7,098
7
$3.98M 2.34%
27,547
+451
8
$3.95M 2.33%
152,140
+16,660
9
$3.91M 2.3%
115,760
+39,380
10
$3.71M 2.18%
24,856
+21,082
11
$3.65M 2.15%
58,834
+3,154
12
$3.44M 2.02%
85,877
+9,781
13
$3.36M 1.98%
78,024
+29,935
14
$3.36M 1.98%
141,387
+10,425
15
$3.27M 1.92%
26,224
+4,631
16
$3.19M 1.88%
61,568
+3,511
17
$3.04M 1.79%
112,233
-20,219
18
$3.04M 1.79%
78,160
+15,060
19
$3.01M 1.77%
+54,256
20
$2.86M 1.68%
110,120
+6,280
21
$2.75M 1.62%
11,961
+153
22
$2.53M 1.49%
54,403
+45,767
23
$2.35M 1.38%
+87,444
24
$2.25M 1.32%
59,320
+8,420
25
$2.25M 1.32%
56,742
-44,319
1
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