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
$222M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.17M
3
+$3.91M
4
ENB icon
Enbridge
ENB
+$2.98M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$2.87M

Top Sells

1
+$6.2M
2
+$4.81M
3
+$4.46M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$4.22M
5
SKT icon
Tanger
SKT
+$3.7M

Sector Composition

1 Energy 24.47%
2 Real Estate 15.73%
3 Technology 10.08%
4 Industrials 8.55%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.46%
17,045
+204
77
$972K 0.44%
+11,836
78
$971K 0.44%
33,057
-645
79
$965K 0.43%
14,586
-9,304
80
$963K 0.43%
20,801
-1,555
81
$956K 0.43%
10,647
+115
82
$952K 0.43%
2,214
+26
83
$913K 0.41%
7,532
-15,038
84
$904K 0.41%
30,887
-5,339
85
$900K 0.41%
+10,950
86
$822K 0.37%
+30,117
87
$803K 0.36%
+46,024
88
$786K 0.35%
38,419
+2,399
89
$764K 0.34%
122,302
+24,325
90
$758K 0.34%
28,082
-291
91
$738K 0.33%
17,049
-19,664
92
$723K 0.33%
7,330
-297
93
$701K 0.32%
16,202
-64
94
$686K 0.31%
23,596
-1,468
95
$675K 0.3%
1,411
+39
96
$668K 0.3%
+22,323
97
$647K 0.29%
4,373
-69
98
$631K 0.28%
+2,238
99
$626K 0.28%
5,603
+9
100
$569K 0.26%
17,134
-95
2 3
4
5 6