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
$340M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.71M
3
+$2.66M
4
EXE
Expand Energy Corp
EXE
+$2.63M
5
NEE icon
NextEra Energy
NEE
+$1.84M

Top Sells

1
+$6.35M
2
+$3.72M
3
+$3.42M
4
FEPI icon
REX FANG & Innovation Equity Premium Income ETF
FEPI
+$2.68M
5
DLR icon
Digital Realty Trust
DLR
+$2.22M

Sector Composition

1 Technology 20.68%
2 Energy 14.98%
3 Communication Services 8.37%
4 Industrials 7.67%
5 Real Estate 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.77%
+23,646
52
$2.63M 0.77%
32,149
+876
53
$2.59M 0.76%
12,924
-125
54
$2.47M 0.73%
44,045
-308
55
$2.47M 0.73%
46,380
+450
56
$2.21M 0.65%
57,493
-3,180
57
$1.98M 0.58%
54,754
-1,167
58
$1.95M 0.57%
51,265
-28,483
59
$1.93M 0.57%
3,434
-31
60
$1.92M 0.57%
37,952
+1,476
61
$1.84M 0.54%
+25,908
62
$1.82M 0.54%
+9,138
63
$1.79M 0.52%
45,024
-835
64
$1.68M 0.49%
3,516
-237
65
$1.64M 0.48%
14,682
+1,768
66
$1.62M 0.48%
18,616
-3,747
67
$1.62M 0.48%
6,045
-307
68
$1.6M 0.47%
36,600
+1,657
69
$1.51M 0.44%
12,666
-361
70
$1.23M 0.36%
88,656
+2,461
71
$1.21M 0.35%
+48,135
72
$1.07M 0.31%
+24,022
73
$1.05M 0.31%
+22,499
74
$1.05M 0.31%
28,666
+5,686
75
$1.03M 0.3%
22,631
-651
1 2
3
4 5