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
$348M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.22M
3
+$3.68M
4
SIXP icon
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
+$3.4M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.76M

Top Sells

1
+$5.66M
2
+$3.58M
3
+$3.34M
4
CAT icon
Caterpillar
CAT
+$3.01M
5
BA icon
Boeing
BA
+$2.7M

Sector Composition

1 Technology 23.83%
2 Energy 12.18%
3 Real Estate 7.82%
4 Consumer Discretionary 6.33%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.07%
+23,596
102
$259K 0.07%
+454
103
$251K 0.07%
12,079
+240
104
$203K 0.06%
5,509
-600
105
– –
-11,877
106
– –
-55,486
107
– –
-11,018
108
– –
-10,185
109
– –
-10,822
110
– –
-4,961
111
– –
-22,780
112
– –
-2,708
113
– –
-24,426
114
– –
-149,652
1 2 3 4
5