BCM

Beck Capital Management Portfolio holdings

AUM $420M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.12M
3
+$3.54M
4
GLD icon
SPDR Gold Trust
GLD
+$3.09M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$3.01M

Top Sells

1
+$3.15M
2
+$2.23M
3
+$2.08M
4
VER
VEREIT, Inc.
VER
+$1.85M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$1.62M

Sector Composition

1 Technology 27.79%
2 Real Estate 10.81%
3 Consumer Discretionary 7.57%
4 Financials 4.34%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-42,776
102
– –
-1,069
1 2 3 4
5