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

Top Buys

1
+$4.62M
2
+$3.45M
3
+$3.42M
4
GEV icon
GE Vernova
GEV
+$2.92M
5
CRM icon
Salesforce
CRM
+$2.12M

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
1
$27.9M 7.4%
207,483
-1,077
2
$14.1M 3.73%
24,032
-3,159
3
$12.2M 3.23%
28,891
-4,283
4
$11.6M 3.08%
50,030
-184
5
$10.9M 2.89%
49,660
+1,431
6
$10.4M 2.76%
41,526
+1,111
7
$10M 2.66%
88,238
+24
8
$8.55M 2.27%
59,388
-11,274
9
$8.31M 2.21%
91,966
+317
10
$8.19M 2.17%
159,332
+21,349
11
$7.91M 2.1%
244,835
+3,554
12
$7.41M 1.97%
40,701
-67
13
$7.05M 1.87%
61,440
-8,587
14
$6.44M 1.71%
114,286
+1,633
15
$6.35M 1.68%
141,323
+76,848
16
$6.26M 1.66%
18,297
+16
17
$6.22M 1.65%
84,083
-1,418
18
$6.04M 1.6%
100,156
-24,604
19
$6.02M 1.6%
18,312
+8,872
20
$5.84M 1.55%
57,100
-966
21
$5.79M 1.54%
30,319
+2,693
22
$5.65M 1.5%
29,655
+155
23
$5.47M 1.45%
593,886
+2,717
24
$5.23M 1.39%
29,307
-28
25
$5.15M 1.37%
6,672
-423
1
2 3 4 5