BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $2.09B
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$9.64M
3 +$9.6M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$9.59M
5
VIS icon
Vanguard Industrials ETF
VIS
+$9.54M

Top Sells

1 +$180K
2 +$137K
3 +$64K
4
AAPL icon
Apple
AAPL
+$50.4K
5
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$49K

Sector Composition

1 Technology 0.66%
2 Healthcare 0.24%
3 Consumer Staples 0.24%
4 Energy 0.15%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
21
227
-299
228
$0 ﹤0.01%
11
229
-200
230
-4,000
231
$0 ﹤0.01%
3