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
$2.18B
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$3.08M
3
+$875K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26K
5
ACB
Aurora Cannabis
ACB
+$12K

Top Sells

1
+$10.1M
2
+$9.37M
3
+$7.5M
4
VPU icon
Vanguard Utilities ETF
VPU
+$6.11M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.89M

Sector Composition

1 Consumer Staples 0.06%
2 Technology 0.01%
3 Financials 0.01%
4 Consumer Discretionary 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$2K ﹤0.01%
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$1K ﹤0.01%
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54
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38
55
$1K ﹤0.01%
33
56
$1K ﹤0.01%
36
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