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
$235M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.71M
3
+$2.61M
4
GEHC icon
GE HealthCare
GEHC
+$2.56M
5
DE icon
Deere & Co
DE
+$2.39M

Top Sells

1
+$3.01M
2
+$2.88M
3
+$2.74M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.73M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.56M

Sector Composition

1 Energy 21.27%
2 Technology 15.02%
3 Real Estate 13.32%
4 Industrials 10.31%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.85%
2,949
+670
52
$1.98M 0.84%
+70,639
53
$1.86M 0.79%
+74,503
54
$1.81M 0.77%
125,378
+2,721
55
$1.71M 0.73%
50,668
+4,714
56
$1.71M 0.73%
+13,262
57
$1.68M 0.71%
6,570
-1,058
58
$1.65M 0.7%
73,353
-121,056
59
$1.65M 0.7%
45,595
-18,155
60
$1.63M 0.69%
25,410
-140
61
$1.61M 0.69%
56,426
+15,262
62
$1.61M 0.68%
37,639
+226
63
$1.59M 0.68%
50,550
-28,499
64
$1.56M 0.66%
37,435
-5,341
65
$1.51M 0.64%
+51,275
66
$1.5M 0.64%
61,111
+2,463
67
$1.49M 0.63%
20,388
+1,331
68
$1.48M 0.63%
20,475
-1,784
69
$1.48M 0.63%
7,054
+3,610
70
$1.46M 0.62%
36,882
+29,913
71
$1.42M 0.61%
135,656
+11,067
72
$1.42M 0.6%
135,179
+9,482
73
$1.33M 0.57%
13,419
+3,685
74
$1.31M 0.56%
36,329
-1,932
75
$1.27M 0.54%
18,000
+355
1 2
3
4 5