BCM
Beck Capital Management Portfolio holdings
AUM
$401M
This Quarter Return
+4%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$190M
AUM Growth
+$190M
(-9.4%)
Cap. Flow
-$23.9M
Cap. Flow
% of AUM
-12.6%
Top 10 Holdings %
Top 10 Hldgs %
32.24%
Holding
121
New
20
Increased
16
Reduced
55
Closed
28
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.25M |
| 2 |
Walt Disney
DIS
|
$5.77M |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
$4.31M |
| 4 |
Amplify Mobile Payments ETF
IPAY
|
$3.44M |
| 5 |
Adobe
ADBE
|
$3.2M |
Top Sells
| 1 |
STAG Industrial
STAG
|
$5.11M |
| 2 |
AT&T
T
|
$4.75M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.7M |
| 4 |
ProShares Ultra S&P500
SSO
|
$4.12M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.63M |
Sector Composition
| 1 | Real Estate | 17.55% |
| 2 | Technology | 13.25% |
| 3 | Consumer Discretionary | 7.98% |
| 4 | Financials | 4.9% |
| 5 | Energy | 4.29% |
