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
$377M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.45M
3
+$3.42M
4
GEV icon
GE Vernova
GEV
+$2.92M
5
CRM icon
Salesforce
CRM
+$2.12M

Top Sells

1
+$7.07M
2
+$3.51M
3
+$3.32M
4
NEE icon
NextEra Energy
NEE
+$3.02M
5
FLNG icon
FLEX LNG
FLNG
+$2.85M

Sector Composition

1 Technology 23.63%
2 Energy 10.61%
3 Industrials 8.83%
4 Communication Services 7.57%
5 Real Estate 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.71%
54,008
-2,440
52
$2.51M 0.67%
19,883
+745
53
$2.39M 0.63%
44,353
-109
54
$2.39M 0.63%
31,273
-685
55
$2.37M 0.63%
60,673
-2,514
56
$2.33M 0.62%
154,722
+395
57
$2.27M 0.6%
45,930
+187
58
$2.22M 0.59%
12,507
+500
59
$2.19M 0.58%
78,326
-21
60
$2.18M 0.58%
13,049
+152
61
$2.12M 0.56%
+6,352
62
$2.04M 0.54%
3,465
-70
63
$2.01M 0.53%
22,363
+591
64
$1.94M 0.51%
3,753
+11
65
$1.89M 0.5%
55,921
-686
66
$1.85M 0.49%
36,476
-1,806
67
$1.85M 0.49%
45,859
-578
68
$1.72M 0.46%
1,010
-1,381
69
$1.59M 0.42%
+8,064
70
$1.42M 0.38%
+12,914
71
$1.4M 0.37%
13,027
+30
72
$1.35M 0.36%
174,714
+16,672
73
$1.24M 0.33%
86,195
-743
74
$1.1M 0.29%
2,045
-189
75
$1.07M 0.29%
23,282
-691
1 2
3
4 5