BCMIO
Beacon Capital Management Inc (Ohio) Portfolio holdings
AUM
$1.94B
1-Year Return
13.8%
This Quarter Return
+2.91%
1 Year Return
+13.8%
3 Year Return
+24.08%
5 Year Return
+73.58%
10 Year Return
+188.11%
AUM
$2.48B
AUM Growth
-$219M
(-8.1%)
Cap. Flow
-$430M
Cap. Flow
% of AUM
-17.36%
Top 10 Holdings %
Top 10 Hldgs %
87.61%
Holding
70
New
8
Increased
7
Reduced
27
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$500M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
+$197M |
| 3 |
Vanguard Communication Services ETF
VOX
|
+$173M |
| 4 |
Vanguard Financials ETF
VFH
|
+$172M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
+$171M |
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Industrials | 0.02% |
| 3 | Consumer Discretionary | 0.01% |
| 4 | Real Estate | 0.01% |
| 5 | Utilities | 0% |
