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
$238M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.86M
3
+$2.58M
4
GMRE
Global Medical REIT
GMRE
+$2.43M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$2.43M

Top Sells

1
+$3.45M
2
+$3.18M
3
+$2.91M
4
NXST icon
Nexstar Media Group
NXST
+$2.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M

Sector Composition

1 Energy 24.62%
2 Real Estate 15.21%
3 Technology 8.65%
4 Industrials 7.4%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.21%
+52,563
27
$2.74M 1.15%
69,998
-865
28
$2.63M 1.11%
81,640
-32,979
29
$2.58M 1.08%
+79,049
30
$2.57M 1.08%
58,491
-262
31
$2.56M 1.08%
70,837
-11,292
32
$2.55M 1.07%
19,646
-211
33
$2.55M 1.07%
87,833
-16,393
34
$2.54M 1.07%
30,278
-1,245
35
$2.53M 1.06%
7,628
+1,603
36
$2.52M 1.06%
84,226
-7,814
37
$2.49M 1.05%
10,415
-286
38
$2.43M 1.02%
+256,777
39
$2.43M 1.02%
+106,562
40
$2.36M 1%
10,353
+5,995
41
$2.33M 0.98%
3,073
+989
42
$2.32M 0.98%
+12,196
43
$2.29M 0.97%
33,338
-721
44
$2.28M 0.96%
6,067
-120
45
$2.25M 0.95%
4,803
-106
46
$2.2M 0.92%
25,108
-376
47
$2.16M 0.91%
122,657
-1,784
48
$2.13M 0.9%
+8,605
49
$2.02M 0.85%
68,596
+44,885
50
$2M 0.84%
25,466
+1,077
1
2
3 4 5