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

Top Buys

1
+$14.1M
2
+$8.98M
3
+$383K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.5K

Top Sells

1
+$9.77M
2
+$8.85M
3
+$8.84M
4
VDE icon
Vanguard Energy ETF
VDE
+$8.7M
5
VIS icon
Vanguard Industrials ETF
VIS
+$7.71M

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
1
2