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
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.38M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.61M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$1.58M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FI icon
Fiserv
FI
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 17.11%
3 Consumer Discretionary 9.77%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.17%
4,765
+4
27
$3.63M 1.12%
86,866
+527
28
$3.52M 1.09%
59,932
+109
29
$3.5M 1.08%
74,073
-2,488
30
$3.48M 1.08%
75,663
-257
31
$3.46M 1.07%
195,166
+2,759
32
$3.46M 1.07%
22,974
-86
33
$3.44M 1.06%
56,134
+58
34
$3.38M 1.05%
89,112
-1,165
35
$3.27M 1.01%
62,520
-24,014
36
$3.25M 1.01%
257,276
-10,422
37
$3.21M 0.99%
36,079
+4,725
38
$3.19M 0.99%
35,570
-19
39
$3.19M 0.99%
17,851
+22
40
$3.19M 0.99%
92,198
-365
41
$3.15M 0.97%
52,778
+1,363
42
$2.92M 0.9%
25,390
+2,318
43
$2.8M 0.87%
16,847
+12
44
$2.75M 0.85%
70,508
+61,004
45
$2.74M 0.85%
118,899
-9,845
46
$2.7M 0.83%
251,719
-1,976
47
$2.69M 0.83%
14,253
-7,457
48
$2.66M 0.82%
28,620
+14,406
49
$2.62M 0.81%
24,149
+109
50
$2.57M 0.8%
16,590
-531
1
2
3 4 5