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
$204M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.6M
3
+$3.25M
4
LPG icon
Dorian LPG
LPG
+$2.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.86M

Top Sells

1
+$4.05M
2
+$3.13M
3
+$3.11M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.56M

Sector Composition

1 Technology 16.78%
2 Real Estate 16.56%
3 Consumer Discretionary 8.67%
4 Financials 5.57%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.77M 4.3%
55,599
-2,107
2
$8.14M 3.99%
614,166
-2,671
3
$7.04M 3.45%
76,140
-260
4
$6.58M 3.22%
1,118,000
+73,560
5
$5.8M 2.84%
40,080
+238
6
$5.53M 2.71%
118,705
-2,205
7
$5.21M 2.55%
179,683
+64,057
8
$4.89M 2.4%
15,135
-1,197
9
$4.69M 2.3%
63,920
+5,188
10
$4.63M 2.27%
42,801
-2,766
11
$4.46M 2.19%
96,560
-1,241
12
$4.42M 2.17%
24,104
+2,684
13
$4.21M 2.07%
58,146
-325
14
$4.12M 2.02%
60,293
-1,239
15
$3.75M 1.84%
60,825
+4,754
16
$3.72M 1.83%
176,404
+15,947
17
$3.71M 1.82%
+46,803
18
$3.66M 1.79%
16,667
-389
19
$3.6M 1.76%
+60,074
20
$3.59M 1.76%
58,837
-115
21
$3.57M 1.75%
16,819
+1,081
22
$3.48M 1.71%
130,975
-20,805
23
$3.43M 1.68%
97,912
+13,132
24
$3.32M 1.63%
198,250
-43,850
25
$3.31M 1.62%
65,346
-1,956
1
2 3 4 5