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
$377M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.45M
3
+$3.42M
4
GEV icon
GE Vernova
GEV
+$2.92M
5
CRM icon
Salesforce
CRM
+$2.12M

Top Sells

1
+$7.07M
2
+$3.51M
3
+$3.32M
4
NEE icon
NextEra Energy
NEE
+$3.02M
5
FLNG icon
FLEX LNG
FLNG
+$2.85M

Sector Composition

1 Technology 23.63%
2 Energy 10.61%
3 Industrials 8.83%
4 Communication Services 7.57%
5 Real Estate 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.28%
+9,762
77
$991K 0.26%
19,914
-380
78
$962K 0.26%
22,980
+626
79
$913K 0.24%
+9,871
80
$882K 0.23%
24,558
-811
81
$844K 0.22%
4,741
-38
82
$772K 0.2%
18,750
-525
83
$769K 0.2%
8,549
+64
84
$721K 0.19%
10,569
+325
85
$661K 0.18%
1,128
-27
86
$617K 0.16%
+31,086
87
$577K 0.15%
+7,630
88
$570K 0.15%
6,148
-62
89
$500K 0.13%
13,200
-404
90
$496K 0.13%
13,210
-320
91
$428K 0.11%
11,434
+162
92
$408K 0.11%
+14,880
93
$380K 0.1%
11,369
-130
94
$362K 0.1%
11,508
+648
95
$359K 0.1%
13,281
-181
96
$359K 0.1%
9,579
-1,188
97
$352K 0.09%
4,723
-24
98
$351K 0.09%
28,022
-2,189
99
$343K 0.09%
15,666
+345
100
$333K 0.09%
29,233
-278
2 3
4
5 6