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
$238M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.86M
3
+$2.58M
4
GMRE
Global Medical REIT
GMRE
+$2.43M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$2.43M

Top Sells

1
+$3.45M
2
+$3.18M
3
+$2.91M
4
NXST icon
Nexstar Media Group
NXST
+$2.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M

Sector Composition

1 Energy 24.62%
2 Real Estate 15.21%
3 Technology 8.65%
4 Industrials 7.4%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.59%
39,964
+3,221
77
$1.36M 0.57%
+41,164
78
$1.36M 0.57%
44,465
-3,029
79
$1.34M 0.57%
124,589
+4,312
80
$1.26M 0.53%
2,462
+50
81
$1.25M 0.53%
21,272
+211
82
$1.25M 0.53%
+17,645
83
$1.25M 0.52%
+2,279
84
$1.22M 0.51%
+66,455
85
$1.2M 0.51%
+48,733
86
$1.18M 0.5%
125,697
-675
87
$1.18M 0.5%
8,409
-419
88
$1.16M 0.49%
+50,254
89
$1.15M 0.49%
59,430
-1,873
90
$1.15M 0.48%
9,734
-251
91
$1.12M 0.47%
13,355
-725
92
$1.08M 0.46%
+20,561
93
$1.03M 0.44%
11,727
-287
94
$1.01M 0.43%
8,226
+820
95
$977K 0.41%
396
-6
96
$960K 0.4%
13,168
-43,611
97
$951K 0.4%
31,502
-340
98
$913K 0.38%
3,444
-301
99
$889K 0.37%
6,409
-194
100
$868K 0.37%
55,063
-5,912
2 3
4
5 6