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
$204M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.6M
3
+$3.25M
4
LPG icon
Dorian LPG
LPG
+$2.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.86M

Top Sells

1
+$4.05M
2
+$3.13M
3
+$3.11M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.56M

Sector Composition

1 Technology 16.78%
2 Real Estate 16.56%
3 Consumer Discretionary 8.67%
4 Financials 5.57%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.53%
40,602
-4,283
52
$1.06M 0.52%
77,320
-3,177
53
$1.05M 0.51%
+6,298
54
$1.05M 0.51%
17,324
-324
55
$1.01M 0.5%
46,330
+10,195
56
$969K 0.47%
30,682
+23,352
57
$962K 0.47%
7,503
+5,181
58
$905K 0.44%
+3,049
59
$832K 0.41%
2,829
+48
60
$830K 0.41%
11,889
-400
61
$820K 0.4%
22,011
+15,326
62
$818K 0.4%
+12,220
63
$780K 0.38%
31,730
-118,192
64
$752K 0.37%
19,950
-631
65
$714K 0.35%
4,769
+206
66
$682K 0.33%
14,215
+6,205
67
$612K 0.3%
4,285
-265
68
$553K 0.27%
15,408
-2,375
69
$540K 0.26%
4,812
+965
70
$536K 0.26%
2,315
+54
71
$517K 0.25%
1,730
-380
72
$486K 0.24%
+3,487
73
$474K 0.23%
+11,305
74
$435K 0.21%
+7,624
75
$431K 0.21%
+7,059
1 2
3
4 5