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
$233M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.14M
3
+$2.95M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.62M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$5.42M
2
+$3.91M
3
+$3.02M
4
RTX icon
RTX Corp
RTX
+$2.61M
5
IRM icon
Iron Mountain
IRM
+$2.27M

Sector Composition

1 Energy 24.23%
2 Real Estate 11.97%
3 Technology 9.58%
4 Consumer Discretionary 6.72%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.09%
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133
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134
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136
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137
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140
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142
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143
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149
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-70,441
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