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
$204M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.6M
3
+$3.25M
4
LPG icon
Dorian LPG
LPG
+$2.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.86M

Top Sells

1
+$4.05M
2
+$3.13M
3
+$3.11M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.56M

Sector Composition

1 Technology 16.78%
2 Real Estate 16.56%
3 Consumer Discretionary 8.67%
4 Financials 5.57%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.21%
3,715
+475
77
$422K 0.21%
+2,835
78
$414K 0.2%
+7,421
79
$409K 0.2%
1,270
+125
80
$407K 0.2%
+4,169
81
$375K 0.18%
3,131
+196
82
$372K 0.18%
+1,750
83
$326K 0.16%
+4,078
84
$325K 0.16%
3,930
+580
85
$324K 0.16%
+5,173
86
$321K 0.16%
+11,658
87
$313K 0.15%
+1,757
88
$312K 0.15%
5,078
-176
89
$302K 0.15%
+2,609
90
$299K 0.15%
13,000
-5,000
91
$298K 0.15%
+6,277
92
$291K 0.14%
6,912
-786
93
$286K 0.14%
1,360
94
$281K 0.14%
14,675
95
$267K 0.13%
+1,420
96
$259K 0.13%
1,932
+197
97
$255K 0.13%
4,655
-20
98
$250K 0.12%
+5,558
99
$237K 0.12%
+16,500
100
$234K 0.11%
1,710
+215
1 2 3
4
5