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
$1.94B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 0.05%
2 Technology 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0.01%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+2
252
$0 ﹤0.01%
+6
253
$0 ﹤0.01%
+1
254
$0 ﹤0.01%
+1
255
$0 ﹤0.01%
+4
256
$0 ﹤0.01%
+1
257
$0 ﹤0.01%
+27
258
$0 ﹤0.01%
+5
259
$0 ﹤0.01%
+2