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
$204M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.6M
3
+$3.25M
4
LPG icon
Dorian LPG
LPG
+$2.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.86M

Top Sells

1
+$4.05M
2
+$3.13M
3
+$3.11M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.56M

Sector Composition

1 Technology 16.78%
2 Real Estate 16.56%
3 Consumer Discretionary 8.67%
4 Financials 5.57%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.6%
131,239
+7,430
27
$3.25M 1.59%
+106,901
28
$3.15M 1.55%
81,628
-51,713
29
$3.08M 1.51%
170,720
+21,950
30
$3.05M 1.5%
36,459
+171
31
$3.01M 1.47%
115,672
+35,664
32
$2.95M 1.45%
74,514
-4,224
33
$2.91M 1.43%
78,246
-1,942
34
$2.85M 1.4%
57,469
-17,223
35
$2.84M 1.39%
179,407
+15,217
36
$2.65M 1.3%
80,845
-5,485
37
$2.57M 1.26%
10,076
+3,294
38
$2.36M 1.16%
152,519
+133,769
39
$2.35M 1.15%
126,059
+5,727
40
$2.23M 1.1%
22,129
-2,259
41
$2.19M 1.08%
14,491
-398
42
$1.93M 0.94%
4,946
-1,074
43
$1.83M 0.9%
25,608
-266
44
$1.75M 0.86%
36,310
-4,029
45
$1.7M 0.83%
45,160
+13,108
46
$1.53M 0.75%
26,298
-2,460
47
$1.44M 0.71%
47,535
+24,010
48
$1.37M 0.67%
15,778
-155
49
$1.22M 0.6%
25,583
+3,782
50
$1.13M 0.55%
+5,481
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