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
$2.32B
AUM Growth
-$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$9.34M
3 +$384K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.2K

Top Sells

1 +$9.7M
2 +$9.58M
3 +$9.2M
4
VDE icon
Vanguard Energy ETF
VDE
+$8.53M
5
VIS icon
Vanguard Industrials ETF
VIS
+$7.61M

Sector Composition

1 Technology 0.02%
2 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.01%
1,200