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
$377M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.57M
3
+$3.33M
4
GEV icon
GE Vernova
GEV
+$2.77M
5
CRM icon
Salesforce
CRM
+$2.03M

Top Sells

1
+$7.07M
2
+$3.51M
3
+$3.32M
4
NEE icon
NextEra Energy
NEE
+$3.02M
5
FLNG icon
FLEX LNG
FLNG
+$2.85M

Sector Composition

1 Technology 23.63%
2 Energy 10.61%
3 Industrials 8.83%
4 Communication Services 7.57%
5 Real Estate 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-84,400
127
– –
-14,004
128
– –
-2,004
129
– –
-75,738
2 3 4 5
6