BCM

Beck Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 50.79%
This Quarter Est. Return
1 Year Est. Return
+50.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.71M
3
+$2.61M
4
GEHC icon
GE HealthCare
GEHC
+$2.56M
5
DE icon
Deere & Co
DE
+$2.39M

Top Sells

1
+$3.01M
2
+$2.88M
3
+$2.74M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.73M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.56M

Sector Composition

1 Energy 21.27%
2 Technology 15.02%
3 Real Estate 13.32%
4 Industrials 10.31%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-18,928
127
– –
-48,733
128
– –
-81,450
129
– –
-59,430
130
– –
-20,561
131
– –
-3,405
132
– –
-69,998
133
– –
-10,405
134
– –
-3,073
135
– –
-5,437
136
– –
-96,411
137
– –
-106,562
138
– –
-39,964
139
– –
-66,455
140
– –
-6,616
2 3 4 5
6