BBL
Beck Bode LLC Portfolio holdings
AUM
$619M
1-Year Est. Return
39.35%
1 Year Est. Return
+39.35%
AUM
$619M
AUM Growth
+$28M
(+4.7%)
Holding
113
Top Buys
| 1 | +$15.7M | |
| 2 | +$14.7M | |
| 3 | +$14M | |
| 4 |
Allegion
ALLE
|
+$5.46M |
| 5 |
argenx
ARGX
|
+$5.29M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$13.9M | |
| 3 | +$11.9M | |
| 4 |
Public Storage
PSA
|
+$5.94M |
| 5 |
Carvana
CVNA
|
+$5.66M |
Sector Composition
| 1 | Utilities | 31.92% |
| 2 | Technology | 16.88% |
| 3 | Consumer Discretionary | 11.79% |
| 4 | Communication Services | 8.91% |
| 5 | Financials | 8.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
CyberArk
CYBR
$23.4B
| – | – |
-2,071
|
|
||
102
Walt Disney
DIS
$203B
| – | – |
-1,664
|
|
||
103
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.47B
| – | – |
-14,889
|
|
||
104
Gold Fields
GFI
$44.7B
| – | – |
0
|
|
||
105
Group 1 Automotive
GPI
$4.99B
| – | – |
-880
|
|
||
106
HealthEquity
HQY
$7.23B
| – | – |
-5,771
|
|
||
107
Inspire Medical Systems
INSP
$2.66B
| – | – |
-40,537
|
|
||
108
Kayne Anderson Energy Infrastructure Fund
KYN
$2.1B
| – | – |
-11,665
|
|
||
109
Lithia Motors
LAD
$8.06B
| – | – |
-4,265
|
|
||
110
lululemon athletica
LULU
$23.9B
| – | – |
-49,905
|
|
||
|
111
Public Storage
PSA
$50.4B
| – | – |
-20,233
|
|
||
112
J.M. Smucker
SJM
$11.1B
| – | – |
-10,324
|
|
||
113
Synchrony
SYF
$28.2B
| – | – |
-5,646
|
|