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
$184M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.29M
3
+$3.13M
4
CMG icon
Chipotle Mexican Grill
CMG
+$2.94M
5
VER
VEREIT, Inc.
VER
+$2.83M

Top Sells

1
+$6.25M
2
+$4.19M
3
+$3.85M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.81M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$3.5M

Sector Composition

1 Real Estate 19.35%
2 Technology 12.94%
3 Consumer Discretionary 9.22%
4 Financials 6.08%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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107
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108
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110
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111
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112
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114
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115
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116
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117
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-41,631
118
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5