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
$265M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.08M
3
+$3.74M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.23M
5
NXST icon
Nexstar Media Group
NXST
+$2.8M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$3.04M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$3.03M
5
ACN icon
Accenture
ACN
+$2.6M

Sector Composition

1 Real Estate 19.89%
2 Technology 18.54%
3 Consumer Discretionary 9.56%
4 Industrials 8.61%
5 Materials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.41M 3.17%
54,380
-820
2
$8.37M 3.16%
35,510
-12,900
3
$7.03M 2.65%
526,280
-228,960
4
$6.44M 2.43%
26,503
-7,334
5
$6.26M 2.36%
70,254
+1,948
6
$6.22M 2.35%
29,053
-511
7
$6.16M 2.32%
626,802
+66,690
8
$5.82M 2.19%
35,126
-723
9
$5.5M 2.07%
30,502
+360
10
$5.36M 2.02%
+139,132
11
$5.34M 2.01%
40,291
+6,788
12
$5.31M 2%
93,677
+4,409
13
$5.06M 1.91%
41,396
-9,433
14
$4.9M 1.85%
114,956
+23,261
15
$4.69M 1.77%
176,768
+10,077
16
$4.59M 1.73%
43,398
-1,115
17
$4.55M 1.72%
16,437
-180
18
$4.41M 1.66%
31,173
+1,380
19
$4.28M 1.61%
16,202
+125
20
$4.19M 1.58%
124,782
+2,749
21
$4.08M 1.54%
123,904
+7,231
22
$4.08M 1.54%
+118,292
23
$3.99M 1.5%
220,916
+207,011
24
$3.97M 1.5%
90,129
+57,527
25
$3.95M 1.49%
21,516
-272
1
2 3 4 5