BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM $1.94B
1-Year Return
13.8%
This Quarter Return
+0.47%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$2.25B
AUM Growth
-$197M
(-8%)
Cap. Flow
+$90.7M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
99.38%
Holding
71
New
4
Increased
6
Reduced
29
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$814M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
+$496M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$493M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.34M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$723K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$193M |
| 2 |
Vanguard Health Care ETF
VHT
|
+$188M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
+$176M |
| 4 |
Vanguard Financials ETF
VFH
|
+$168M |
| 5 |
Vanguard Industrials ETF
VIS
|
+$163M |
Sector Composition
| 1 | Consumer Staples | 0.05% |
| 2 | Technology | 0.01% |
| 3 | Financials | 0.01% |
| 4 | Consumer Discretionary | 0% |
| 5 | Industrials | 0% |
