BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+1.5%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$259M
AUM Growth
+$5.79M
(+2.3%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
117
New
14
Increased
38
Reduced
52
Closed
13
Top Buys
| 1 |
Global Net Lease
GNL
|
$4.87M |
| 2 |
IFN
India Fund
IFN
|
$3.18M |
| 3 |
VE
VEOLIA ENVIRONNEMENT
VE
|
$2.98M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$2.85M |
| 5 |
Innovator US Equity Power Buffer ETF September
PSEP
|
$2.41M |
Top Sells
| 1 |
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
|
$3.19M |
| 2 |
NNN REIT
NNN
|
$3.07M |
| 3 |
WisdomTree India Earnings Fund ETF
EPI
|
$3.06M |
| 4 |
NVIDIA
NVDA
|
$2.73M |
| 5 |
GE HealthCare
GEHC
|
$2.51M |
Sector Composition
| 1 | Energy | 20.95% |
| 2 | Technology | 17.51% |
| 3 | Real Estate | 9.99% |
| 4 | Industrials | 8.56% |
| 5 | Consumer Discretionary | 6.17% |
