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
$222M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.17M
3
+$3.91M
4
ENB icon
Enbridge
ENB
+$2.98M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$2.87M

Top Sells

1
+$6.2M
2
+$4.81M
3
+$4.46M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$4.22M
5
SKT icon
Tanger
SKT
+$3.7M

Sector Composition

1 Energy 24.47%
2 Real Estate 15.73%
3 Technology 10.08%
4 Industrials 8.55%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.34%
+70,643
27
$2.95M 1.33%
83,973
-1,987
28
$2.82M 1.27%
95,500
-11,222
29
$2.81M 1.27%
63,676
+15,546
30
$2.7M 1.22%
45,540
-14,100
31
$2.63M 1.18%
85,007
-34,806
32
$2.61M 1.18%
27,158
-315
33
$2.52M 1.14%
+132,793
34
$2.47M 1.11%
28,842
-5,243
35
$2.41M 1.08%
182,005
+154,266
36
$2.31M 1.04%
28,014
-540
37
$2.29M 1.03%
88,008
-27,028
38
$2.29M 1.03%
104,568
+26,867
39
$2.27M 1.02%
46,570
-15,788
40
$2.19M 0.99%
55,870
-19,857
41
$2.15M 0.97%
50,057
-38,362
42
$2.13M 0.96%
38,698
+9,275
43
$2.11M 0.95%
68,794
-9,018
44
$2.03M 0.91%
6,212
+23
45
$2.02M 0.91%
29,558
+242
46
$1.99M 0.9%
23,244
+4,204
47
$1.96M 0.88%
10,937
-61
48
$1.91M 0.86%
4,957
-70
49
$1.88M 0.85%
35,652
-8,199
50
$1.84M 0.83%
16,691
-19,640
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