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
$2.67B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$347M
3
+$75.6M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.1M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$12.9M

Top Sells

1
+$234M
2
+$173M
3
+$133M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$74.6M
5
VAW icon
Vanguard Materials ETF
VAW
+$66.5M

Sector Composition

1 Consumer Staples 7.93%
2 Industrials 0.02%
3 Technology 0.02%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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