BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
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
+$5.02M
2
+$4.22M
3
+$3.68M
4
SIXP icon
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
+$3.4M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.76M

Top Sells

1
+$5.66M
2
+$3.58M
3
+$3.34M
4
CAT icon
Caterpillar
CAT
+$3.01M
5
BA icon
Boeing
BA
+$2.7M

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
$4.13M 1.19%
121,292
+3,780
27
$4.04M 1.16%
71,660
+1,984
28
$4M 1.15%
49,901
-189
29
$3.96M 1.14%
38,273
+11,919
30
$3.84M 1.1%
25,217
-6,181
31
$3.77M 1.08%
2,494
+493
32
$3.75M 1.08%
183,425
+1,418
33
$3.65M 1.05%
470,368
-41,675
34
$3.64M 1.05%
403,811
+4,073
35
$3.64M 1.05%
6,773
-33
36
$3.61M 1.04%
7,161
+3,435
37
$3.58M 1.03%
+57,714
38
$3.45M 0.99%
57,368
+10,268
39
$3.44M 0.99%
+134,919
40
$3.24M 0.93%
109,886
+34,112
41
$3.22M 0.92%
28,721
+5,280
42
$3.06M 0.88%
17,823
-3,862
43
$3.04M 0.87%
3,130
+68
44
$2.94M 0.84%
129,839
-5,350
45
$2.93M 0.84%
62,148
-560
46
$2.89M 0.83%
18,935
+11,050
47
$2.81M 0.81%
110,397
-3,150
48
$2.8M 0.8%
91,512
-33,764
49
$2.75M 0.79%
74,301
-4,734
50
$2.71M 0.78%
61,052
-2,317
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