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
$157M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.81M
5
GMZ
Goldman Sachs MLP Income Opportunities Fund
GMZ
+$2.75M

Top Sells

1
+$5.81M
2
+$4.16M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.9M

Sector Composition

1 Communication Services 16.48%
2 Industrials 12.98%
3 Consumer Discretionary 12.02%
4 Real Estate 11.99%
5 Energy 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.93M 5.05%
69,418
+157
2
$5.31M 3.38%
162,590
+1,641
3
$4.83M 3.08%
35,510
+7,597
4
$4.14M 2.64%
32,404
-450
5
$3.91M 2.49%
500,249
+271,183
6
$3.6M 2.29%
23,855
-1,511
7
$3.57M 2.27%
109,412
-916
8
$3.54M 2.25%
36,135
+921
9
$3.49M 2.22%
97,560
+11,620
10
$3.42M 2.18%
13,491
+601
11
$3.37M 2.15%
140,912
-17,652
12
$3.19M 2.03%
57,172
+7,814
13
$3.19M 2.03%
192,337
-19,025
14
$3.15M 2.01%
33,657
+16,225
15
$3.14M 2%
145,337
-9,265
16
$3.08M 1.96%
87,480
-5,100
17
$2.99M 1.9%
+143,472
18
$2.96M 1.88%
+129,800
19
$2.86M 1.82%
74,152
+51,662
20
$2.82M 1.8%
+118,618
21
$2.81M 1.79%
+44,253
22
$2.75M 1.75%
+41,993
23
$2.7M 1.72%
+194,901
24
$2.65M 1.69%
+33,303
25
$2.47M 1.57%
71,360
+1,380
1
2 3 4 5