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
$323M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.38M
3
+$1.68M
4
AUR icon
Aurora
AUR
+$1.61M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$1.58M

Top Sells

1
+$4.24M
2
+$2.3M
3
+$1.92M
4
GNL icon
Global Net Lease
GNL
+$1.76M
5
FI icon
Fiserv
FI
+$1.74M

Sector Composition

1 Real Estate 17.6%
2 Technology 17.11%
3 Consumer Discretionary 9.77%
4 Industrials 9.68%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,648
152
– –
-27,745
153
– –
-1,204
154
– –
-5,873
155
– –
-10,434
156
– –
-10,141
157
– –
-16,929
3 4 5 6
7