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
$195M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.01M
3
+$2.61M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.46M
5
WMT icon
Walmart
WMT
+$1.38M

Top Sells

1
+$5.35M
2
+$4.56M
3
+$2.84M
4
GMLP
Golar LNG Partners LP
GMLP
+$2.66M
5
IBM icon
IBM
IBM
+$2.35M

Sector Composition

1 Consumer Discretionary 13.86%
2 Real Estate 13.48%
3 Technology 11.88%
4 Financials 11.87%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.3M 4.77%
410,860
+43,888
2
$8.76M 4.5%
57,061
-11
3
$8.07M 4.14%
162,460
+3,480
4
$7.29M 3.74%
29,616
+2,737
5
$6.73M 3.45%
1,769,160
-80
6
$6.23M 3.2%
144,146
+85
7
$6.06M 3.11%
42,982
-1,522
8
$5.88M 3.02%
36,313
+473
9
$5.65M 2.9%
39,597
+35,072
10
$5.24M 2.69%
+151,400
11
$4.61M 2.36%
94,760
+620
12
$4.55M 2.34%
54,790
+2,124
13
$4.5M 2.31%
29,737
+3,508
14
$4.49M 2.3%
63,649
+3,919
15
$4.13M 2.12%
77,407
-5,420
16
$3.81M 1.96%
80,100
-40
17
$3.81M 1.95%
22,625
+971
18
$3.72M 1.91%
73,423
+5,563
19
$3.53M 1.81%
152,517
-3,424
20
$3.46M 1.78%
132,011
+13,406
21
$3.27M 1.68%
88,554
+654
22
$3.25M 1.67%
178,173
+2,921
23
$3.16M 1.62%
36,206
+1,618
24
$3.08M 1.58%
134,567
+1,615
25
$2.76M 1.42%
336,129
+1,272
1
2 3 4 5