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
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.38M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.61M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$1.58M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FI icon
Fiserv
FI
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 17.11%
3 Consumer Discretionary 9.77%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.51%
47,357
+1,547
77
$1.61M 0.5%
+143,033
78
$1.58M 0.49%
4,759
+1,039
79
$1.58M 0.49%
+44,763
80
$1.57M 0.48%
28,426
-2,280
81
$1.56M 0.48%
20,375
+431
82
$1.56M 0.48%
41,795
-335
83
$1.55M 0.48%
48,757
+10,249
84
$1.53M 0.47%
6,168
+113
85
$1.47M 0.45%
67,347
+1,913
86
$1.43M 0.44%
42,651
+2,982
87
$1.4M 0.43%
15,017
+656
88
$1.39M 0.43%
2,147
+84
89
$1.32M 0.41%
+18,656
90
$1.3M 0.4%
3,318
-125
91
$1.29M 0.4%
42,733
-56,871
92
$1.26M 0.39%
+9,809
93
$1.25M 0.39%
18,260
-1,103
94
$1.17M 0.36%
3,472
-67
95
$1.15M 0.36%
+20,001
96
$1.15M 0.35%
+26,023
97
$1.07M 0.33%
22,002
+13,615
98
$1.06M 0.33%
2,772
-68
99
$1.06M 0.33%
34,277
-275
100
$1.05M 0.33%
4,616
+29
2 3
4
5 6