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
$209M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.88M
3
+$3.19M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.9M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.82M

Top Sells

1
+$4.61M
2
+$4.5M
3
+$3.81M
4
META icon
Meta Platforms (Facebook)
META
+$3.73M
5
AMAT icon
Applied Materials
AMAT
+$3.12M

Sector Composition

1 Real Estate 13.78%
2 Financials 12.11%
3 Consumer Discretionary 10.99%
4 Technology 10.35%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.56%
14,432
-100
52
$1.17M 0.56%
12,680
-1,010
53
$1.17M 0.56%
48,030
+2,400
54
$1.07M 0.51%
32,024
+24,514
55
$1.02M 0.49%
41,417
-1,945
56
$944K 0.45%
4,591
+426
57
$909K 0.43%
+33,695
58
$879K 0.42%
16,342
-1,376
59
$874K 0.42%
4,465
-155
60
$844K 0.4%
11,482
+182
61
$843K 0.4%
53,244
-9,573
62
$812K 0.39%
16,347
+11,020
63
$803K 0.38%
15,480
-1,405
64
$783K 0.37%
+58,800
65
$771K 0.37%
1,602
+126
66
$769K 0.37%
7,820
+150
67
$640K 0.31%
45,892
-63,795
68
$610K 0.29%
+25,840
69
$598K 0.29%
19,860
+2,225
70
$592K 0.28%
21,650
-3,150
71
$507K 0.24%
4,560
+2,364
72
$489K 0.23%
27,791
-6,929
73
$488K 0.23%
19,730
-5,130
74
$484K 0.23%
3,466
-44
75
$480K 0.23%
10,248
-29
1 2
3
4 5