BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $1.87B
1-Year Est. Return 12.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.92%
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

Top Buys

1 +$31.1M
2 +$13.5M
3 +$13M
4
VPU icon
Vanguard Utilities ETF
VPU
+$12.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$11.1M

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
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252
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253
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254
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+1
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+1
256
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+3
259
$0 ﹤0.01%
+1