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
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.38M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.61M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$1.58M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FI icon
Fiserv
FI
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 17.11%
3 Consumer Discretionary 9.77%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.32%
+7,147
102
$981K 0.3%
29,561
-99
103
$968K 0.3%
46,619
+1,989
104
$966K 0.3%
2,025
+90
105
$905K 0.28%
+11,385
106
$895K 0.28%
9,340
+436
107
$877K 0.27%
7,561
+466
108
$836K 0.26%
28,595
-135
109
$819K 0.25%
25,418
-168
110
$817K 0.25%
5,614
-277
111
$794K 0.25%
3,943
+908
112
$779K 0.24%
16,698
-736
113
$702K 0.22%
6,508
-730
114
$689K 0.21%
+35,333
115
$672K 0.21%
4,000
-55
116
$658K 0.2%
+9,116
117
$622K 0.19%
17,644
-105
118
$599K 0.19%
9,000
+290
119
$565K 0.17%
1,313
-46
120
$554K 0.17%
9,857
+459
121
$487K 0.15%
17,775
-380
122
$445K 0.14%
11,629
-90
123
$430K 0.13%
11,274
+1,441
124
$395K 0.12%
16,267
-1,732
125
$394K 0.12%
1,069
-5
3 4
5
6 7