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
$363M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.95M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.44M

Top Sells

1
+$6.72M
2
+$5.39M
3
+$4.13M
4
IFN
India Fund
IFN
+$3.75M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Technology 26.69%
2 Energy 11.31%
3 Industrials 7.73%
4 Real Estate 7.23%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.09%
27,714
+4,118
102
$319K 0.09%
15,292
+3,213
103
$318K 0.09%
8,670
-1,387
104
$309K 0.09%
4,776
-4
105
$286K 0.08%
6,905
-1,602
106
$237K 0.07%
1,372
-63
107
$227K 0.06%
+8,623
108
– –
-12,613
109
– –
-5,509
110
– –
-454
111
– –
-60,222
112
– –
-75,668
113
– –
-348
114
– –
-34,155
115
– –
-19,401
116
– –
-17,897
117
– –
-121,292
118
– –
-19,821
119
– –
-183,425
120
– –
-34,704
121
– –
-91,512
1 2 3 4
5