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
$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
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130
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132
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-37,757
133
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139
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140
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-89,921
2 3 4 5
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