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
$197M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.49M
3
+$4.31M
4
CRWD icon
CrowdStrike
CRWD
+$3.3M
5
GLD icon
SPDR Gold Trust
GLD
+$3.2M

Top Sells

1
+$3.15M
2
+$2.23M
3
+$2.08M
4
VER
VEREIT, Inc.
VER
+$1.85M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$1.69M

Sector Composition

1 Technology 27.79%
2 Real Estate 10.81%
3 Consumer Discretionary 7.57%
4 Financials 4.34%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.12%
+3,536
77
$228K 0.12%
+1,101
78
$227K 0.12%
+4,139
79
$218K 0.11%
+4,178
80
$211K 0.11%
+2,220
81
$209K 0.11%
+2,003
82
$135K 0.07%
11,000
-2,000
83
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-25,485
84
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-137,275
85
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-48,577
86
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-55,635
87
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-9,891
88
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-33,086
89
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-43,714
90
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-4,690
91
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-42,776
92
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-20,750
93
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-13,675
94
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95
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-1,069
96
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-97,990
97
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98
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-43,856
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-39,016
100
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-276,740
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4
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