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
$209M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.88M
3
+$3.19M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.9M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.82M

Top Sells

1
+$4.61M
2
+$4.5M
3
+$3.81M
4
META icon
Meta Platforms (Facebook)
META
+$3.73M
5
AMAT icon
Applied Materials
AMAT
+$3.12M

Sector Composition

1 Real Estate 13.78%
2 Financials 12.11%
3 Consumer Discretionary 10.99%
4 Technology 10.35%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,510
102
– –
-80,100
103
– –
-94,760
104
– –
-29,737
105
– –
-336,129
106
– –
-26,300
107
– –
-109,906
108
– –
-1,339
109
– –
-40,450
110
– –
-97,165
1 2 3 4
5