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
$197M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.49M
3
+$4.31M
4
CRWD icon
CrowdStrike
CRWD
+$3.3M
5
GLD icon
SPDR Gold Trust
GLD
+$3.2M

Top Sells

1
+$3.15M
2
+$2.23M
3
+$2.08M
4
VER
VEREIT, Inc.
VER
+$1.85M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$1.69M

Sector Composition

1 Technology 27.79%
2 Real Estate 10.81%
3 Consumer Discretionary 7.57%
4 Financials 4.34%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.38%
+6,712
27
$2.7M 1.37%
+104,215
28
$2.69M 1.36%
143,304
-27,608
29
$2.66M 1.35%
36,560
+1,458
30
$2.58M 1.31%
69,860
+16,708
31
$2.52M 1.28%
+96,131
32
$2.5M 1.27%
68,862
-2,090
33
$2.42M 1.23%
+103,863
34
$2.35M 1.19%
+15,752
35
$2.34M 1.19%
+98,261
36
$2.32M 1.18%
+59,598
37
$2.31M 1.17%
+114,759
38
$2.29M 1.16%
+85,733
39
$2.27M 1.15%
+16,609
40
$2.19M 1.11%
+9,337
41
$2.14M 1.08%
+14,984
42
$2.13M 1.08%
24,156
+17,051
43
$2.1M 1.06%
+4,816
44
$2.05M 1.04%
+5,574
45
$1.96M 0.99%
9,117
+7,757
46
$1.94M 0.98%
62,008
-2,120
47
$1.92M 0.97%
+68,374
48
$1.75M 0.89%
+18,643
49
$1.66M 0.84%
+23,026
50
$1.65M 0.84%
+9,519
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