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
$117M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.11M
3
+$4.22M
4
T icon
AT&T
T
+$3.31M
5
DIS icon
Walt Disney
DIS
+$2.77M

Top Sells

1
+$7.24M
2
+$7.04M
3
+$6.73M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$6.23M
5
BAC icon
Bank of America
BAC
+$5.94M

Sector Composition

1 Real Estate 21.36%
2 Technology 10.82%
3 Consumer Discretionary 6.83%
4 Communication Services 6.62%
5 Financials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.16%
+77,285
27
$1.27M 1.09%
+70,250
28
$1.24M 1.06%
26,502
+150
29
$1.22M 1.05%
31,892
-2,231
30
$1.18M 1.01%
16,261
+4,675
31
$1.08M 0.92%
+85,725
32
$947K 0.81%
13,888
33
$895K 0.77%
17,424
+10,337
34
$890K 0.76%
+57,105
35
$866K 0.74%
+34,070
36
$847K 0.73%
+13,220
37
$812K 0.7%
+32,618
38
$803K 0.69%
3,193
-12,178
39
$785K 0.67%
+9,340
40
$684K 0.59%
27,816
+5,138
41
$671K 0.58%
+2,685
42
$647K 0.55%
14,896
+3,280
43
$562K 0.48%
+4,100
44
$558K 0.48%
18,290
-940
45
$431K 0.37%
+5,916
46
$415K 0.36%
2,200
-390
47
$397K 0.34%
7,077
-518
48
$395K 0.34%
7,028
+658
49
$375K 0.32%
9,520
-111,752
50
$319K 0.27%
2,265
-500
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2
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