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
$117M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.11M
3
+$4.22M
4
T icon
AT&T
T
+$3.31M
5
DIS icon
Walt Disney
DIS
+$2.77M

Top Sells

1
+$7.24M
2
+$7.04M
3
+$6.73M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$6.23M
5
BAC icon
Bank of America
BAC
+$5.94M

Sector Composition

1 Real Estate 21.36%
2 Technology 10.82%
3 Consumer Discretionary 6.83%
4 Communication Services 6.62%
5 Financials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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104
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105
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-75,539
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109
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110
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-6,910
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116
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-7,510
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5