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
$233M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.39M
3
+$2.38M
4
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
+$2.34M
5
AES icon
AES
AES
+$2.31M

Top Sells

1
+$5.42M
2
+$3.91M
3
+$3.02M
4
RTX icon
RTX Corp
RTX
+$2.61M
5
LNG icon
Cheniere Energy
LNG
+$2.44M

Sector Composition

1 Energy 24.23%
2 Real Estate 11.97%
3 Technology 9.58%
4 Consumer Discretionary 6.72%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.78%
+46,212
52
$1.82M 0.78%
+13,387
53
$1.81M 0.78%
+27,396
54
$1.79M 0.77%
+67,700
55
$1.77M 0.76%
59,378
+1,317
56
$1.76M 0.76%
124,441
-57,564
57
$1.76M 0.75%
10,701
-236
58
$1.74M 0.74%
29,884
+326
59
$1.69M 0.72%
+9,478
60
$1.67M 0.72%
+6,025
61
$1.67M 0.71%
50,529
-1,048
62
$1.66M 0.71%
+2,084
63
$1.59M 0.68%
51,330
-992
64
$1.59M 0.68%
+25,338
65
$1.57M 0.67%
+24,389
66
$1.57M 0.67%
+5,939
67
$1.55M 0.67%
+19,588
68
$1.55M 0.66%
78,366
+39,947
69
$1.53M 0.65%
+12,244
70
$1.51M 0.65%
+87,395
71
$1.47M 0.63%
56,442
+15
72
$1.38M 0.59%
36,743
-2,024
73
$1.37M 0.59%
+22,650
74
$1.37M 0.59%
47,494
-2,281
75
$1.32M 0.56%
38,520
+218
1 2
3
4 5