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
$363M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.95M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.44M

Top Sells

1
+$6.72M
2
+$5.39M
3
+$4.13M
4
IFN
India Fund
IFN
+$3.75M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Technology 26.69%
2 Energy 11.31%
3 Industrials 7.73%
4 Real Estate 7.23%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.7%
347,305
-123,063
52
$2.44M 0.67%
+54,014
53
$2.42M 0.67%
64,607
-4,400
54
$2.38M 0.66%
218,373
+13,139
55
$2.38M 0.66%
+36,047
56
$2.35M 0.65%
75,114
+558
57
$2.26M 0.62%
153,300
+7,296
58
$2.26M 0.62%
248,422
+22,501
59
$2.16M 0.6%
338,362
-65,449
60
$2.16M 0.59%
44,443
+1,595
61
$2.14M 0.59%
+43,734
62
$2.1M 0.58%
37,135
-51,442
63
$2.08M 0.57%
13,779
-254
64
$2.07M 0.57%
3,821
+83
65
$2.05M 0.57%
+32,667
66
$2.01M 0.55%
+33,395
67
$1.95M 0.54%
21,274
+317
68
$1.93M 0.53%
31,013
-213
69
$1.92M 0.53%
21,614
+1,106
70
$1.92M 0.53%
17,421
-240
71
$1.9M 0.52%
34,229
+262
72
$1.87M 0.52%
51,921
-3,241
73
$1.81M 0.5%
47,767
-4,700
74
$1.79M 0.49%
3,269
+1,280
75
$1.76M 0.48%
11,579
+177
1 2
3
4 5