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
$209M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.88M
3
+$3.19M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.9M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.82M

Top Sells

1
+$4.61M
2
+$4.5M
3
+$3.81M
4
META icon
Meta Platforms (Facebook)
META
+$3.73M
5
AMAT icon
Applied Materials
AMAT
+$3.12M

Sector Composition

1 Real Estate 13.78%
2 Financials 12.11%
3 Consumer Discretionary 10.99%
4 Technology 10.35%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.22%
15,372
-595
77
$459K 0.22%
+5,930
78
$455K 0.22%
4,215
-2,464
79
$429K 0.2%
3,035
-80
80
$407K 0.19%
7,123
-358
81
$349K 0.17%
1,408
-841
82
$337K 0.16%
+9,130
83
$330K 0.16%
+8,696
84
$330K 0.16%
4,215
-75
85
$327K 0.16%
+10,025
86
$319K 0.15%
2,711
-285
87
$294K 0.14%
1,022
-30
88
$283K 0.14%
7,350
-450
89
$272K 0.13%
4,205
+230
90
$271K 0.13%
12,239
+1,028
91
$266K 0.13%
4,125
-65
92
$266K 0.13%
2,386
-200
93
$257K 0.12%
10,220
+600
94
$253K 0.12%
3,160
+100
95
$238K 0.11%
+4,810
96
$236K 0.11%
1,700
-133
97
$221K 0.11%
11,280
+2,150
98
$221K 0.11%
5,555
99
$215K 0.1%
5,325
100
$213K 0.1%
+7,900
1 2 3
4
5