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
$238M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.86M
3
+$2.58M
4
GMRE
Global Medical REIT
GMRE
+$2.43M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$2.43M

Top Sells

1
+$3.45M
2
+$3.18M
3
+$2.91M
4
NXST icon
Nexstar Media Group
NXST
+$2.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M

Sector Composition

1 Energy 24.62%
2 Real Estate 15.21%
3 Technology 8.65%
4 Industrials 7.4%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.83%
63,866
-23,711
52
$1.97M 0.83%
30,995
+1,111
53
$1.92M 0.81%
59,306
-72
54
$1.91M 0.81%
51,581
-1,515
55
$1.91M 0.8%
+64,202
56
$1.9M 0.8%
22,259
-460
57
$1.89M 0.79%
13,350
-37
58
$1.83M 0.77%
26,262
-1,784
59
$1.82M 0.76%
+20,476
60
$1.79M 0.75%
38,261
-259
61
$1.77M 0.74%
42,776
-3,436
62
$1.76M 0.74%
+3,324
63
$1.75M 0.74%
+3,405
64
$1.65M 0.69%
8,814
-1,068
65
$1.64M 0.69%
+6,616
66
$1.64M 0.69%
81,450
-7,264
67
$1.52M 0.64%
42,761
-7,768
68
$1.49M 0.63%
12,923
-6,003
69
$1.49M 0.63%
+118,194
70
$1.48M 0.63%
45,954
+361
71
$1.45M 0.61%
37,413
-24,309
72
$1.44M 0.61%
58,648
+2,206
73
$1.43M 0.6%
25,550
-1,140
74
$1.42M 0.6%
62,731
-4,969
75
$1.4M 0.59%
19,057
+5,147
1 2
3
4 5