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
$374M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.67M
3
+$2.99M
4
FEPI icon
REX FANG & Innovation Equity Premium Income ETF
FEPI
+$2.92M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.83M

Top Sells

1
+$4.51M
2
+$3.13M
3
+$2.88M
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.44M
5
SHOP icon
Shopify
SHOP
+$2.38M

Sector Composition

1 Technology 21.55%
2 Real Estate 10%
3 Energy 9.86%
4 Industrials 7.9%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-60,592
127
– –
-20,901
128
– –
-93,450
129
– –
-28,644
2 3 4 5
6