BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
-13.75%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$109M
AUM Growth
-$94.7M
(-46%)
Cap. Flow
-$69.7M
Cap. Flow
% of AUM
-63.69%
Top 10 Holdings %
Top 10 Hldgs %
49.56%
Holding
122
New
18
Increased
8
Reduced
34
Closed
60
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.67M |
| 2 |
Innovator US Equity Buffer ETF April
BAPR
|
$4.58M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.43M |
| 4 |
Innovator US Equity Buffer ETF January
BJAN
|
$2.42M |
| 5 |
Applied Materials
AMAT
|
$2.23M |
Top Sells
| 1 |
Walt Disney
DIS
|
$5.8M |
| 2 |
iShares Gold Trust
IAU
|
$5.21M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.89M |
| 4 |
Autodesk
ADSK
|
$4.42M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
$4.12M |
Sector Composition
| 1 | Technology | 23.49% |
| 2 | Real Estate | 16.33% |
| 3 | Consumer Discretionary | 10.64% |
| 4 | Financials | 3.59% |
| 5 | Utilities | 0.97% |
