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
$233M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.78M
3
+$3.83M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.73M
5
KSU
Kansas City Southern
KSU
+$3.47M

Top Sells

1
+$6.9M
2
+$3.77M
3
+$3.75M
4
STLD icon
Steel Dynamics
STLD
+$2.94M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.93M

Sector Composition

1 Technology 18.19%
2 Consumer Discretionary 8.83%
3 Financials 8.78%
4 Real Estate 8.63%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 5.5%
127,660
-1,660
2
$10.3M 4.42%
1,462,280
+2,160
3
$9.18M 3.95%
287,948
-92,024
4
$8.69M 3.74%
75,953
-296
5
$7.24M 3.11%
75,539
-139
6
$7.04M 3.03%
100,048
+795
7
$6.84M 2.94%
121,272
+4,360
8
$6.73M 2.89%
31,295
+288
9
$6.23M 2.68%
272,096
-6,855
10
$5.94M 2.56%
201,735
-2,943
11
$5.66M 2.43%
+370,919
12
$5.18M 2.23%
87,168
-4,998
13
$5M 2.15%
157,296
+2,301
14
$4.8M 2.06%
175,954
-970
15
$4.78M 2.05%
+268,472
16
$4.77M 2.05%
166,522
+56,344
17
$4.67M 2.01%
75,828
+3,182
18
$4.59M 1.97%
66,035
+1,730
19
$4.5M 1.93%
15,371
-1,294
20
$4.44M 1.91%
39,319
-278
21
$4.38M 1.88%
21,194
-501
22
$3.96M 1.7%
114,578
-3,544
23
$3.92M 1.69%
220,278
-233
24
$3.83M 1.65%
+101,034
25
$3.77M 1.62%
87,095
-1,990
1
2 3 4 5