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
$222M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.5M
3
+$3.46M
4
ENB icon
Enbridge
ENB
+$3.15M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$3M

Top Sells

1
+$6.2M
2
+$4.81M
3
+$4.46M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$4.22M
5
SKT icon
Tanger
SKT
+$3.7M

Sector Composition

1 Energy 24.47%
2 Real Estate 15.73%
3 Technology 10.08%
4 Industrials 8.55%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
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