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
$235M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.71M
3
+$2.61M
4
GEHC icon
GE HealthCare
GEHC
+$2.56M
5
DE icon
Deere & Co
DE
+$2.39M

Top Sells

1
+$3.01M
2
+$2.88M
3
+$2.74M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.73M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.56M

Sector Composition

1 Energy 21.27%
2 Technology 15.02%
3 Real Estate 13.32%
4 Industrials 10.31%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.53%
20,764
-508
77
$1.25M 0.53%
+5,891
78
$1.17M 0.5%
33,701
-47,939
79
$1.15M 0.49%
2,378
-84
80
$1.09M 0.46%
+60,844
81
$1.08M 0.46%
+8,127
82
$1.07M 0.46%
13,844
+676
83
$1.04M 0.44%
13,440
+85
84
$1.02M 0.43%
12,240
+513
85
$1M 0.43%
6,908
-1,501
86
$973K 0.41%
+7,198
87
$966K 0.41%
393
-3
88
$906K 0.39%
17,959
+496
89
$871K 0.37%
59,235
+4,172
90
$849K 0.36%
4,081
-4,733
91
$782K 0.33%
24,725
-6,777
92
$696K 0.3%
7,104
+1,225
93
$684K 0.29%
1,447
-1,877
94
$681K 0.29%
15,086
-40
95
$668K 0.28%
5,381
-1
96
$661K 0.28%
2,097
-132
97
$634K 0.27%
22,015
-3,054
98
$624K 0.27%
20,267
-3,050
99
$541K 0.23%
17,022
-1,890
100
$425K 0.18%
+24,975
2 3
4
5 6