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
$348M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$5.28M
3
+$4.75M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$4.09M
5
SMCI icon
Super Micro Computer
SMCI
+$3.62M

Top Sells

1
+$5.66M
2
+$4.47M
3
+$3.34M
4
CAT icon
Caterpillar
CAT
+$3.01M
5
BA icon
Boeing
BA
+$2.54M

Sector Composition

1 Technology 23.83%
2 Energy 12.18%
3 Real Estate 7.82%
4 Consumer Discretionary 6.33%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.78%
61,052
-2,317
52
$2.62M 0.75%
13,096
+194
53
$2.52M 0.72%
69,007
-4,371
54
$2.47M 0.71%
52,590
-37,395
55
$2.37M 0.68%
8,972
+2,695
56
$2.36M 0.68%
133,768
+1,479
57
$2.29M 0.66%
3,738
+51
58
$2.29M 0.66%
205,234
+10,056
59
$2.19M 0.63%
14,033
+241
60
$2.12M 0.61%
55,162
+2,482
61
$2.07M 0.59%
42,848
+1,183
62
$2.05M 0.59%
146,004
+4,015
63
$2M 0.57%
+34,155
64
$1.98M 0.57%
225,921
-78,526
65
$1.9M 0.55%
20,957
+897
66
$1.89M 0.54%
31,226
-16,289
67
$1.87M 0.54%
52,467
-8,537
68
$1.86M 0.54%
19,401
-1,401
69
$1.83M 0.53%
20,508
+1,502
70
$1.79M 0.52%
74,556
-2,947
71
$1.79M 0.51%
17,661
-314
72
$1.74M 0.5%
33,967
-650
73
$1.67M 0.48%
8,670
-13,159
74
$1.64M 0.47%
+11,402
75
$1.63M 0.47%
58,409
-3,729
1 2
3
4 5