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
$235M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.71M
3
+$2.61M
4
GEHC icon
GE HealthCare
GEHC
+$2.56M
5
DE icon
Deere & Co
DE
+$2.39M

Top Sells

1
+$3.01M
2
+$2.88M
3
+$2.74M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.73M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.56M

Sector Composition

1 Energy 21.27%
2 Technology 15.02%
3 Real Estate 13.32%
4 Industrials 10.31%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.15%
58,957
+466
27
$2.69M 1.14%
70,686
+2,090
28
$2.67M 1.13%
19,717
+13,308
29
$2.66M 1.13%
26,668
+406
30
$2.65M 1.13%
79,366
+27,785
31
$2.61M 1.11%
11,398
+983
32
$2.61M 1.11%
+18,993
33
$2.59M 1.1%
11,457
-3,183
34
$2.59M 1.1%
7,265
+1,198
35
$2.57M 1.1%
4,719
-84
36
$2.57M 1.1%
71,165
-18,691
37
$2.56M 1.09%
+31,193
38
$2.56M 1.09%
280,620
+23,843
39
$2.42M 1.03%
100,667
-44
40
$2.39M 1.02%
+5,783
41
$2.39M 1.02%
16,620
+3,270
42
$2.32M 0.99%
72,569
-22,379
43
$2.22M 0.94%
21,348
+872
44
$2.19M 0.93%
72,377
-15,456
45
$2.11M 0.9%
33,343
+5
46
$2.1M 0.89%
41,505
-14,155
47
$2.08M 0.88%
32,839
+1,844
48
$2.04M 0.87%
77,785
+15,054
49
$2.02M 0.86%
61,824
+2,518
50
$2.01M 0.86%
+38,375
1
2
3 4 5