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
$377M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.45M
3
+$3.42M
4
GEV icon
GE Vernova
GEV
+$2.92M
5
CRM icon
Salesforce
CRM
+$2.12M

Top Sells

1
+$7.07M
2
+$3.51M
3
+$3.32M
4
NEE icon
NextEra Energy
NEE
+$3.02M
5
FLNG icon
FLEX LNG
FLNG
+$2.85M

Sector Composition

1 Technology 23.63%
2 Energy 10.61%
3 Industrials 8.83%
4 Communication Services 7.57%
5 Real Estate 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.33%
11,161
+84
27
$4.97M 1.32%
49,542
-233
28
$4.79M 1.27%
58,690
-283
29
$4.76M 1.26%
214,823
+80,679
30
$4.73M 1.26%
74,603
+331
31
$4.71M 1.25%
21,907
+82
32
$4.62M 1.23%
+33,511
33
$4.33M 1.15%
133,684
-2,424
34
$4.32M 1.15%
4,077
-11
35
$3.85M 1.02%
112,767
+3,491
36
$3.79M 1.01%
101,350
+31,862
37
$3.72M 0.99%
19,677
+6,510
38
$3.59M 0.95%
4,024
+120
39
$3.56M 0.94%
6,239
-97
40
$3.53M 0.94%
76,602
+1,577
41
$3.47M 0.92%
14,465
+151
42
$3.42M 0.91%
+5,968
43
$3.25M 0.86%
66,373
-1,966
44
$3.18M 0.84%
114,330
-1,993
45
$3.18M 0.84%
75,141
+59
46
$3.05M 0.81%
4,406
+876
47
$3.02M 0.8%
79,748
+801
48
$2.92M 0.78%
76,712
+53
49
$2.72M 0.72%
36,780
+2,254
50
$2.7M 0.72%
370,218
-3,339
1
2
3 4 5