BCM
Beck Capital Management Portfolio holdings
AUM
$401M
This Quarter Return
+9.73%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$178M
AUM Growth
+$178M
(+8.5%)
Cap. Flow
+$7.32M
Cap. Flow
% of AUM
4.11%
Top 10 Holdings %
Top 10 Hldgs %
30.26%
Holding
129
New
28
Increased
20
Reduced
38
Closed
42
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$6.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.83M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$4.28M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$4.26M |
| 5 |
SPDR S&P Insurance ETF
KIE
|
$4.25M |
Top Sells
| 1 |
DHC
Diversified Healthcare Trust
DHC
|
$3.73M |
| 2 |
STAG Industrial
STAG
|
$3.25M |
| 3 |
GE Aerospace
GE
|
$3.24M |
| 4 |
Alibaba
BABA
|
$3.23M |
| 5 |
NextEra Energy, Inc.
NEE
|
$3.21M |
Sector Composition
| 1 | Consumer Discretionary | 13.67% |
| 2 | Real Estate | 13.31% |
| 3 | Technology | 10.41% |
| 4 | Financials | 9.87% |
| 5 | Communication Services | 8.73% |
