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
$363M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.95M
3
+$2.88M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$2.44M

Top Sells

1
+$6.72M
2
+$5.39M
3
+$4.13M
4
IFN
India Fund
IFN
+$3.75M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Technology 26.69%
2 Energy 11.31%
3 Industrials 7.73%
4 Real Estate 7.23%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 8.4%
246,770
-29,400
2
$14.1M 3.87%
31,460
+898
3
$13.6M 3.76%
27,048
+658
4
$9.65M 2.66%
25,184
-34
5
$9.08M 2.5%
47,005
+992
6
$8.95M 2.46%
86,672
+4,964
7
$8.27M 2.28%
100,870
+19,300
8
$8.09M 2.23%
93,472
+17,190
9
$8.08M 2.22%
8,920
+96
10
$7.85M 2.16%
125,224
+3,974
11
$7.32M 2.02%
239,129
+3,325
12
$7.15M 1.97%
69,570
+985
13
$6.97M 1.92%
43,400
+720
14
$6.6M 1.82%
134,157
+1,538
15
$6.37M 1.75%
228,118
+23,889
16
$6.2M 1.71%
111,690
+895
17
$5.48M 1.51%
32,338
+54
18
$5.43M 1.5%
49,710
+11,437
19
$5.24M 1.44%
55,469
-4,659
20
$5.13M 1.41%
537,287
-6,265
21
$5.01M 1.38%
62,094
+9,199
22
$4.81M 1.33%
26,247
+1,030
23
$4.7M 1.3%
69,472
+12,104
24
$4.62M 1.27%
21,953
+4,130
25
$4.57M 1.26%
94,953
-975
1
2 3 4 5