BCM
Beck Capital Management Portfolio holdings
AUM
$401M
This Quarter Return
-11.23%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.31%
AUM
$117M
AUM Growth
+$117M
(-50%)
Cap. Flow
-$93.3M
Cap. Flow
% of AUM
-79.98%
Top 10 Holdings %
Top 10 Hldgs %
46.42%
Holding
118
New
18
Increased
16
Reduced
25
Closed
56
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$11.6M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.11M |
| 3 |
Starwood Property Trust
STWD
|
$4.22M |
| 4 |
AT&T
T
|
$3.31M |
| 5 |
Walt Disney
DIS
|
$2.77M |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$7.24M |
| 2 |
Okta
OKTA
|
$7.04M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$6.73M |
| 4 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$6.23M |
| 5 |
Bank of America
BAC
|
$5.94M |
Sector Composition
| 1 | Real Estate | 21.36% |
| 2 | Technology | 10.82% |
| 3 | Consumer Discretionary | 6.83% |
| 4 | Communication Services | 6.62% |
| 5 | Financials | 5.72% |
