BCM

Beck Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 50.79%
This Quarter Est. Return
1 Year Est. Return
+50.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.71M
3
+$2.66M
4
EXE
Expand Energy Corp
EXE
+$2.63M
5
NEE icon
NextEra Energy
NEE
+$1.84M

Top Sells

1
+$6.35M
2
+$3.72M
3
+$3.42M
4
FEPI icon
REX FANG & Innovation Equity Premium Income ETF
FEPI
+$2.68M
5
DLR icon
Digital Realty Trust
DLR
+$2.22M

Sector Composition

1 Technology 20.68%
2 Energy 14.98%
3 Communication Services 8.37%
4 Industrials 7.67%
5 Real Estate 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.3%
1,997
-48
77
$982K 0.29%
+16,656
78
$966K 0.28%
19,801
-113
79
$859K 0.25%
24,004
-554
80
$788K 0.23%
4,609
-132
81
$751K 0.22%
8,896
+1,266
82
$711K 0.21%
+20,764
83
$705K 0.21%
8,656
+107
84
$704K 0.21%
11,108
+539
85
$704K 0.21%
17,510
-1,240
86
$674K 0.2%
44,281
-34,045
87
$665K 0.2%
+20,092
88
$602K 0.18%
1,077
-51
89
$549K 0.16%
6,241
+93
90
$485K 0.14%
13,020
-180
91
$477K 0.14%
12,881
-329
92
$411K 0.12%
14,408
-472
93
$396K 0.12%
11,574
+140
94
$360K 0.11%
28,264
+242
95
$355K 0.1%
13,259
-22
96
$341K 0.1%
4,746
+23
97
$335K 0.1%
2,164
+897
98
$322K 0.09%
14,512
-1,154
99
$316K 0.09%
8,671
-908
100
$313K 0.09%
1,258
+4
1 2 3
4
5