BBL

Beck Bode LLC Portfolio holdings

AUM $601M
1-Year Est. Return 32.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.1M
3
+$16.5M
4
AMT icon
American Tower
AMT
+$15.9M
5
VST icon
Vistra
VST
+$15.6M

Top Sells

1
+$19.2M
2
+$19.2M
3
+$18.1M
4
RRC icon
Range Resources
RRC
+$15.7M
5
WELL icon
Welltower
WELL
+$15.1M

Sector Composition

1 Utilities 31.22%
2 Technology 15.24%
3 Consumer Discretionary 12.36%
4 Communication Services 8.57%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
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