BBL

Beck Bode LLC Portfolio holdings

AUM $591M
1-Year Est. Return 37.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.5M
3
+$10.7M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$9.13M
5
MRVL icon
Marvell Technology
MRVL
+$8.58M

Top Sells

1
+$12.9M
2
+$12.5M
3
+$11.2M
4
NRG icon
NRG Energy
NRG
+$7.8M
5
STNG icon
Scorpio Tankers
STNG
+$4.71M

Sector Composition

1 Utilities 24.97%
2 Technology 23.05%
3 Healthcare 13.03%
4 Consumer Discretionary 7.91%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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