BCM
Beck Capital Management Portfolio holdings
AUM
$434M
1-Year Est. Return
50.79%
1 Year Est. Return
+50.79%
AUM
$401M
AUM Growth
+$60.3M
(+18%)
Holding
131
Top Buys
| 1 | +$4.39M | |
| 2 | +$4M | |
| 3 | +$3.45M | |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$3.44M |
| 5 |
MP Materials
MP
|
+$3.09M |
Top Sells
| 1 | +$2.84M | |
| 2 | +$2.71M | |
| 3 | +$2.66M | |
| 4 |
Chipotle Mexican Grill
CMG
|
+$2.65M |
| 5 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$2.63M |
Sector Composition
| 1 | Technology | 24.93% |
| 2 | Energy | 12.68% |
| 3 | Industrials | 10.59% |
| 4 | Communication Services | 9.08% |
| 5 | Real Estate | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
National Fuel Gas
NFG
$7.32B
| – | – |
-2,765
|
|
||
127
Phillips Edison & Co
PECO
$4.36B
| – | – |
-8,671
|
|
||
|
128
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$435M
| – | – |
-32,149
|
|
||
129
STAG Industrial
STAG
$7.18B
| – | – |
-54,754
|
|
||
130
Uber
UBER
$190B
| – | – |
-2,951
|
|