BCM

Beck Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 50.79%
This Quarter Est. Return
1 Year Est. Return
+50.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.17M
3
+$3.91M
4
ENB icon
Enbridge
ENB
+$2.98M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$2.87M

Top Sells

1
+$6.2M
2
+$4.81M
3
+$4.46M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$4.22M
5
SKT icon
Tanger
SKT
+$3.7M

Sector Composition

1 Energy 24.47%
2 Real Estate 15.73%
3 Technology 10.08%
4 Industrials 8.55%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.79%
+130,095
52
$1.75M 0.79%
51,577
-5,723
53
$1.73M 0.78%
58,061
+16,678
54
$1.72M 0.78%
10,582
-5,037
55
$1.71M 0.77%
9,960
-524
56
$1.68M 0.76%
52,322
-4,847
57
$1.67M 0.75%
70,441
+3,326
58
$1.62M 0.73%
174,067
-71,442
59
$1.48M 0.67%
49,775
-8,867
60
$1.48M 0.67%
3,104
-128
61
$1.46M 0.66%
56,427
-80,719
62
$1.34M 0.6%
38,302
-9,133
63
$1.32M 0.6%
+38,767
64
$1.26M 0.57%
63,350
-45,040
65
$1.25M 0.56%
66,764
-8,261
66
$1.23M 0.55%
+8,912
67
$1.19M 0.54%
+7,373
68
$1.16M 0.52%
+33,706
69
$1.15M 0.52%
192,496
-106,593
70
$1.15M 0.52%
21,237
-7,248
71
$1.14M 0.51%
36,588
-515
72
$1.09M 0.49%
17,560
-323
73
$1.09M 0.49%
14,039
-119
74
$1.08M 0.49%
35,438
-3,749
75
$1.06M 0.48%
+2,264
1 2
3
4 5