BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.8M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.52M

Top Sells

1
+$6.72M
2
+$5.39M
3
+$4.13M
4
IFN
India Fund
IFN
+$3.75M
5
NVDA icon
NVIDIA
NVDA
+$2.97M

Sector Composition

1 Technology 26.69%
2 Energy 11.31%
3 Industrials 7.73%
4 Real Estate 7.23%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.45%
60,592
+2,183
77
$1.49M 0.41%
7,464
+1,756
78
$1.47M 0.4%
8,051
-619
79
$1.39M 0.38%
12,064
+470
80
$1.32M 0.36%
29,511
-437
81
$1.08M 0.3%
+93,450
82
$1.04M 0.29%
24,088
-3,313
83
$1.02M 0.28%
2,038
-105
84
$973K 0.27%
+20,787
85
$922K 0.25%
1,966
+79
86
$873K 0.24%
25,584
+6,649
87
$848K 0.23%
1,526
-5,635
88
$820K 0.23%
28,644
-5,949
89
$802K 0.22%
4,698
+25
90
$753K 0.21%
19,395
-155
91
$710K 0.2%
1,305
-140
92
$645K 0.18%
+3,945
93
$644K 0.18%
10,211
+5
94
$530K 0.15%
6,121
-18
95
$524K 0.14%
+17,193
96
$494K 0.14%
13,604
-54
97
$483K 0.13%
13,570
-1,626
98
$439K 0.12%
+34,872
99
$425K 0.12%
+7,938
100
$336K 0.09%
27,714
+4,118
1 2 3
4
5