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
$197M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.49M
3
+$4.31M
4
CRWD icon
CrowdStrike
CRWD
+$3.3M
5
GLD icon
SPDR Gold Trust
GLD
+$3.2M

Top Sells

1
+$3.15M
2
+$2.23M
3
+$2.08M
4
VER
VEREIT, Inc.
VER
+$1.85M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$1.69M

Sector Composition

1 Technology 27.79%
2 Real Estate 10.81%
3 Consumer Discretionary 7.57%
4 Financials 4.34%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.62%
42,915
-59,660
52
$1.08M 0.55%
21,793
-425
53
$1.06M 0.54%
39,712
-200
54
$1.01M 0.51%
8,385
+1,598
55
$857K 0.43%
+30,535
56
$845K 0.43%
1,856
+527
57
$829K 0.42%
34,201
-615
58
$812K 0.41%
13,524
+1,020
59
$773K 0.39%
2,479
+186
60
$689K 0.35%
7,188
-2,420
61
$635K 0.32%
21,271
+85
62
$632K 0.32%
18,134
-255
63
$560K 0.28%
24,055
-920
64
$522K 0.26%
11,677
+300
65
$519K 0.26%
+4,736
66
$494K 0.25%
+10,221
67
$487K 0.25%
+46,510
68
$412K 0.21%
+10,764
69
$402K 0.2%
+7,994
70
$398K 0.2%
+2,309
71
$331K 0.17%
+4,357
72
$303K 0.15%
2,865
73
$299K 0.15%
5,130
+504
74
$292K 0.15%
5,295
+279
75
$241K 0.12%
1,722
-115
1 2
3
4 5