BCM
Beck Capital Management Portfolio holdings
AUM
$401M
1-Year Return
38.95%
This Quarter Return
+11.9%
1 Year Return
+38.95%
3 Year Return
+186.54%
5 Year Return
+461.67%
10 Year Return
+1,577.3%
AUM
$292M
AUM Growth
+$32.2M
(+12%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
26.81%
Holding
126
New
22
Increased
40
Reduced
42
Closed
21
Top Buys
| 1 |
Franklin FTSE Mexico ETF
FLMX
|
$3.9M |
| 2 |
Innovative Industrial Properties
IIPR
|
$2.66M |
| 3 |
Walmart
WMT
|
$2.48M |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
$2.11M |
| 5 |
SPDR S&P Software & Services ETF
XSW
|
$2.07M |
Top Sells
| 1 |
iShares MSCI Mexico ETF
EWW
|
$4.11M |
| 2 |
CPE
Callon Petroleum Company
CPE
|
$2.83M |
| 3 |
Annaly Capital Management
NLY
|
$2.41M |
| 4 |
Eli Lilly
LLY
|
$2.39M |
| 5 |
APA Corp
APA
|
$2.29M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Energy | 15.16% |
| 3 | Real Estate | 9.13% |
| 4 | Industrials | 8.41% |
| 5 | Consumer Discretionary | 7.89% |