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
$227M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.6M
3
+$3.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.19M
5
BCC icon
Boise Cascade
BCC
+$3.14M

Top Sells

1
+$4.39M
2
+$4M
3
+$3.8M
4
C icon
Citigroup
C
+$3.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.55M

Sector Composition

1 Real Estate 11.4%
2 Consumer Discretionary 11.31%
3 Financials 10.97%
4 Technology 9.9%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 5.07%
421,092
+19,612
2
$8.02M 3.53%
137,120
+5,120
3
$7.22M 3.18%
1,493,320
+31,760
4
$7M 3.08%
40,595
+1,583
5
$6.87M 3.03%
289,893
+87,228
6
$6.76M 2.98%
35,998
+7
7
$6.16M 2.71%
208,592
+55,875
8
$5.61M 2.47%
66,144
+2,245
9
$5.41M 2.38%
63,278
+1,147
10
$4.81M 2.12%
17,881
-14,127
11
$4.73M 2.08%
156,236
+10,335
12
$4.73M 2.08%
80,334
+2,236
13
$4.66M 2.05%
139,070
-4,427
14
$4.42M 1.95%
88,033
+71,686
15
$4.4M 1.94%
246,292
+18,931
16
$4.28M 1.89%
40,058
+1,720
17
$4.24M 1.87%
24,020
-11,209
18
$4.2M 1.85%
99,164
+40,616
19
$4.15M 1.83%
197,031
+9,794
20
$4.14M 1.82%
23,219
+310
21
$4.07M 1.79%
93,681
+1,998
22
$3.92M 1.73%
82,417
+1,925
23
$3.67M 1.62%
+61,805
24
$3.66M 1.61%
37,851
+2,525
25
$3.63M 1.6%
67,281
+10,880
1
2 3 4 5