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
$209M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.16M
3
+$5.1M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.41M

Top Sells

1
+$11.6M
2
+$6.11M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
BA icon
Boeing
BA
+$2.77M

Sector Composition

1 Real Estate 18.9%
2 Technology 11.23%
3 Consumer Discretionary 6.78%
4 Energy 4.42%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.69M 3.68%
65,220
-3,591
2
$7.53M 3.6%
84,620
+21,900
3
$6.3M 3.01%
22,150
+18,957
4
$5.72M 2.73%
529,351
+133,830
5
$5.58M 2.67%
53,701
+44,361
6
$5.22M 2.5%
1,164,000
+113,240
7
$5.16M 2.47%
+122,390
8
$5.11M 2.44%
172,365
+139,747
9
$5.1M 2.44%
+40,224
10
$4.91M 2.35%
144,565
-4,640
11
$4.75M 2.27%
199,428
+45,840
12
$4.7M 2.25%
26,185
+24,523
13
$4.66M 2.23%
251,060
+180,810
14
$4.32M 2.07%
63,217
-895
15
$4.28M 2.05%
145,332
+36,424
16
$4.08M 1.95%
+45,037
17
$3.85M 1.84%
66,350
-2,384
18
$3.83M 1.83%
+64,644
19
$3.67M 1.76%
122,110
+88,040
20
$3.63M 1.73%
+61,620
21
$3.46M 1.65%
+172,125
22
$3.42M 1.64%
+85,609
23
$3.39M 1.62%
78,345
-3,150
24
$3.38M 1.61%
18,534
-1,134
25
$3.27M 1.56%
+120,890
1
2 3 4 5