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
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.38M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.61M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$1.58M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FI icon
Fiserv
FI
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 17.11%
3 Consumer Discretionary 9.77%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.78%
64,920
+17,820
52
$2.42M 0.75%
16,037
-473
53
$2.42M 0.75%
+13,208
54
$2.4M 0.74%
83,424
+444
55
$2.31M 0.72%
47,976
-14,490
56
$2.27M 0.7%
15,882
+88
57
$2.26M 0.7%
43,639
+580
58
$2.25M 0.7%
10,901
+142
59
$2.21M 0.68%
64,068
-313
60
$2.14M 0.66%
5,181
+48
61
$2.13M 0.66%
68,075
-1,659
62
$2.1M 0.65%
29,302
+11,430
63
$2.09M 0.65%
29,773
+76
64
$2.07M 0.64%
87,788
-258
65
$2.07M 0.64%
122,034
+99,218
66
$2.03M 0.63%
100,687
-4,240
67
$2.02M 0.62%
14,892
+914
68
$1.98M 0.61%
26,996
+2,848
69
$1.96M 0.61%
83,275
-955
70
$1.93M 0.6%
49,015
+378
71
$1.83M 0.57%
80,678
+13,779
72
$1.8M 0.56%
6,955
+148
73
$1.8M 0.56%
4,513
-140
74
$1.73M 0.53%
28,662
+669
75
$1.69M 0.52%
18,945
+2,379
1 2
3
4 5