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
$348M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$5.28M
3
+$4.75M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$4.09M
5
SMCI icon
Super Micro Computer
SMCI
+$3.62M

Top Sells

1
+$5.66M
2
+$4.47M
3
+$3.34M
4
CAT icon
Caterpillar
CAT
+$3.01M
5
BA icon
Boeing
BA
+$2.54M

Sector Composition

1 Technology 23.83%
2 Energy 12.18%
3 Real Estate 7.82%
4 Consumer Discretionary 6.33%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 1.26%
52,895
+49,199
27
$4.13M 1.19%
121,292
+3,780
28
$4.04M 1.16%
71,660
+1,984
29
$4M 1.15%
49,901
-189
30
$3.96M 1.14%
38,273
+11,919
31
$3.84M 1.1%
25,217
-6,181
32
$3.77M 1.08%
2,494
+493
33
$3.75M 1.08%
183,425
+1,418
34
$3.65M 1.05%
470,368
-41,675
35
$3.64M 1.05%
403,811
+4,073
36
$3.64M 1.05%
6,773
-33
37
$3.61M 1.04%
7,161
+3,435
38
$3.58M 1.03%
+57,714
39
$3.45M 0.99%
57,368
+10,268
40
$3.44M 0.99%
+134,919
41
$3.24M 0.93%
109,886
+34,112
42
$3.22M 0.92%
28,721
+5,280
43
$3.06M 0.88%
17,823
-3,862
44
$3.04M 0.87%
3,130
+68
45
$2.94M 0.84%
129,839
-5,350
46
$2.93M 0.84%
31,074
-280
47
$2.89M 0.83%
3,787
+2,210
48
$2.81M 0.81%
110,397
-3,150
49
$2.8M 0.8%
91,512
-33,764
50
$2.75M 0.79%
74,301
-4,734
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