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
$348M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$5.28M
3
+$4.75M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$4.09M
5
SMCI icon
Super Micro Computer
SMCI
+$3.62M

Top Sells

1
+$5.66M
2
+$4.47M
3
+$3.34M
4
CAT icon
Caterpillar
CAT
+$3.01M
5
BA icon
Boeing
BA
+$2.54M

Sector Composition

1 Technology 23.83%
2 Energy 12.18%
3 Real Estate 7.82%
4 Consumer Discretionary 6.33%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.47%
+12,613
77
$1.58M 0.45%
34,704
-2,694
78
$1.49M 0.43%
75,668
-89,331
79
$1.45M 0.42%
29,948
-959
80
$1.35M 0.39%
11,594
+631
81
$1.32M 0.38%
2,168
-1
82
$1.14M 0.33%
27,401
-2,797
83
$1.13M 0.33%
5,708
-2,126
84
$1.1M 0.32%
348
-8
85
$1.07M 0.31%
19,821
-368
86
$1.05M 0.3%
1,989
+383
87
$1.03M 0.3%
34,593
-25,947
88
$1.03M 0.3%
2,143
-248
89
$789K 0.23%
1,887
+3
90
$768K 0.22%
4,673
-51
91
$756K 0.22%
1,445
-400
92
$742K 0.21%
19,550
-885
93
$615K 0.18%
18,935
-620
94
$593K 0.17%
10,206
+300
95
$552K 0.16%
6,139
-128
96
$525K 0.15%
15,196
-803
97
$486K 0.14%
13,658
-530
98
$354K 0.1%
+10,057
99
$341K 0.1%
8,507
-307
100
$306K 0.09%
4,780
+338
1 2 3
4
5