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
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.88M
3
+$3.19M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.9M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.82M

Top Sells

1
+$4.61M
2
+$4.5M
3
+$3.81M
4
META icon
Meta Platforms (Facebook)
META
+$3.73M
5
AMAT icon
Applied Materials
AMAT
+$3.12M

Sector Composition

1 Real Estate 13.78%
2 Financials 12.11%
3 Consumer Discretionary 10.99%
4 Technology 10.35%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 1.69%
23,928
-19,054
27
$3.14M 1.5%
35,326
+25,824
28
$3.04M 1.45%
53,476
+7,769
29
$2.98M 1.42%
66,579
+4,224
30
$2.89M 1.38%
56,401
+33,980
31
$2.85M 1.36%
63,093
-2,429
32
$2.82M 1.35%
+87,677
33
$2.73M 1.31%
166,026
-19,098
34
$2.46M 1.18%
113,702
+40,109
35
$2.26M 1.08%
58,548
+18,228
36
$2.23M 1.06%
20,222
-795
37
$2.21M 1.06%
63,145
+15,315
38
$2.21M 1.05%
84,666
+29,841
39
$2.19M 1.04%
70,455
-808
40
$2.03M 0.97%
112,003
+2,330
41
$1.81M 0.86%
8,092
+306
42
$1.72M 0.82%
+122,778
43
$1.52M 0.73%
44,655
+4,569
44
$1.52M 0.73%
10,275
-1,835
45
$1.46M 0.69%
14,217
+492
46
$1.45M 0.69%
63,724
-88,793
47
$1.44M 0.69%
48,054
-1,152
48
$1.37M 0.66%
30,007
-1,055
49
$1.27M 0.61%
27,295
+9,300
50
$1.27M 0.61%
48,779
-985
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