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
$184M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.29M
3
+$3.13M
4
CMG icon
Chipotle Mexican Grill
CMG
+$2.94M
5
VER
VEREIT, Inc.
VER
+$2.83M

Top Sells

1
+$6.25M
2
+$4.19M
3
+$3.85M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.81M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$3.5M

Sector Composition

1 Real Estate 19.35%
2 Technology 12.94%
3 Consumer Discretionary 9.22%
4 Financials 6.08%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.56%
32,052
+17,668
52
$1.03M 0.56%
17,648
+380
53
$868K 0.47%
12,289
-500
54
$849K 0.46%
+36,135
55
$825K 0.45%
+21,801
56
$801K 0.44%
+2,781
57
$786K 0.43%
2,995
-55
58
$753K 0.41%
20,581
+1,116
59
$691K 0.38%
+23,525
60
$573K 0.31%
2,110
-95
61
$561K 0.3%
4,550
-530
62
$560K 0.3%
17,783
-19,630
63
$555K 0.3%
17,810
-2,420
64
$538K 0.29%
+4,563
65
$522K 0.28%
+2,634
66
$469K 0.25%
+3,847
67
$435K 0.24%
2,261
+445
68
$432K 0.23%
6,721
-194
69
$388K 0.21%
+18,000
70
$383K 0.21%
+9,530
71
$373K 0.2%
3,240
72
$340K 0.18%
1,145
-460
73
$334K 0.18%
+8,010
74
$323K 0.18%
2,935
75
$321K 0.17%
2,717
-5
1 2
3
4 5